Patrick Daniel Perfitt

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2012-12-21

MI RA
APPROVED

Since 2012-12-21

Branch Locations

Saint Joseph, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Waterford	MI	12/2012	Present

12/2012 → Present

Lpl Financial, Llc

Waterford, MI

Previous Registrations

2007-10-31 → 2012-12-19

Edward Jones

Fenton, MI

Flushing, MI
2006-08-24 → 2007-11-01

Ifmg Securities, Inc.

Waterford, MI

Farmington, MI
2005-07-06 → 2006-06-19

Chase Investment Services Corp.

Chicago, IL

Clarkston, MI
2005-05-10 → 2005-07-06

Banc One Securities Corporation

Clarkston, MI

Other Businesses

1. 12/08/2021 - 123 Mich Holding LLC - Investment Related - 31250 Glenmuer Farmington Hills MI 48334 - Mortgage/Real Estate Services - Start Date: 04/06/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Real estate salesperson ( realtor ) to assist existing clients in selling their house.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-01
S63	Uniform Securities Agent State Law Examination	1986-04-11

S65 Uniform Investment Adviser Law Examination

1999-07-01
S63 Uniform Securities Agent State Law Examination

1986-04-11

Other Names

Patrick D Perfitt
Patrick Daniel Perfitt
Patrick Daniel Perfitt

View on SEC IAPD