Rian Patrick

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2023-09-20

OR RA
APPROVED

Since 2023-09-20

Branch Locations

701 Ne Division St, Gresham, OR 97030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2023	Present
Guild Mortgage	Clackamas	OR	11/2021	05/2023
Homebridge Financial	Clackamas	OR	06/2019	11/2021
Homestreet Bank	Clackamas	OR	03/2014	06/2019

07/2023 → Present

Edward Jones

St Louis, MO
11/2021 → 05/2023

Guild Mortgage

Clackamas, OR
06/2019 → 11/2021

Homebridge Financial

Clackamas, OR
03/2014 → 06/2019

Homestreet Bank

Clackamas, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-18

S66 Uniform Combined State Law Examination

2023-09-18

View on SEC IAPD

Other Firms

HEISSLER FINANCIAL, LLC

NATIONS FINANCIAL GROUP, INC.

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

CATALYST FINANCIAL NW CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

AARON DREW SANSTRUM

Jennifer Alsman

Dino Manuel Rocha

Chad Patrick Sann

WILLIAM EUGENE LUSBY

Other Offices

HEISSLER FINANCIAL, LLC · GRESHAM, OR

NATIONS FINANCIAL GROUP, INC. · Gresham, OR

EDWARD JONES · GRESHAM, OR

EDWARD JONES · GRESHAM, OR

EDWARD JONES · GRESHAM, OR

U.S. BANCORP ADVISORS, LLC · Gresham, OR

LPL FINANCIAL LLC · GRESHAM, OR

STATE FARM INVESTMENT MANAGEMENT CORP. · Gresham, OR

More in Gresham, OR

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