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Patrick Warnock

Strategic Advisers LLC

Northlake, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

Northlake, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
OrganizationCityStateFromTo
Janjer Enterprises Cary NC 09/2020 10/2020
Fidelity Investments Durham NC 05/2024 Present
Unemployed Cary NC 07/2023 10/2023
Uncw Wilmington NC 08/2019 07/2023
128 South Events And Catering Wilmington NC 05/2021 01/2022
Unemployed Cary NC 08/2019 09/2020
Still Waters Professional Pool Management Cary NC 07/2016 08/2018
Unemployed Cary NC 12/2023 05/2024
Fpa Multifamily, Llc San Francisco CA 10/2023 12/2023
Uncw Wilmington NC 03/2021 06/2021
Kornerstone Bistro Wilmington NC 07/2021 10/2022
Cava Holding Compan Wilmington NC 06/2021 08/2021
Panera Llc Wilmington NC 01/2021 03/2021
Papa Johns Cary NC 06/2018 08/2019
Uncw Wilmington NC 10/2020 01/2021
Aptive Environmental Wilimington NC 06/2022 08/2022
Doordash Cary NC 03/2024 04/2024
  • 09/2020 → 10/2020
    Janjer Enterprises
    Cary, NC
  • 05/2024 → Present
    Fidelity Investments
    Durham, NC
  • 07/2023 → 10/2023
    Unemployed
    Cary, NC
  • 08/2019 → 07/2023
    Uncw
    Wilmington, NC
  • 05/2021 → 01/2022
    128 South Events And Catering
    Wilmington, NC
  • 08/2019 → 09/2020
    Unemployed
    Cary, NC
  • 07/2016 → 08/2018
    Still Waters Professional Pool Management
    Cary, NC
  • 12/2023 → 05/2024
    Unemployed
    Cary, NC
  • 10/2023 → 12/2023
    Fpa Multifamily, Llc
    San Francisco, CA
  • 03/2021 → 06/2021
    Uncw
    Wilmington, NC
  • 07/2021 → 10/2022
    Kornerstone Bistro
    Wilmington, NC
  • 06/2021 → 08/2021
    Cava Holding Compan
    Wilmington, NC
  • 01/2021 → 03/2021
    Panera Llc
    Wilmington, NC
  • 06/2018 → 08/2019
    Papa Johns
    Cary, NC
  • 10/2020 → 01/2021
    Uncw
    Wilmington, NC
  • 06/2022 → 08/2022
    Aptive Environmental
    Wilimington, NC
  • 03/2024 → 04/2024
    Doordash
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-01

View on SEC IAPD

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Northlake, TX

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