PS
PS
Patrick Strubbe
29 Years of Experience
Columbia, SC
2 DisclosuresBrokerSells Insurance
Patrick Strubbe is a registered investment advisor, based in Columbia, SC, with 29 years of industry experience.
Location
700 Saturn Parkway, Columbia, SC, 29212
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Regulatory History (2)
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Customer Dispute
October 2020Settled
Customer Dispute
November 2005Settled
Other Business ActivitiesSells Insurance
Patrick owns Preservation Specialists LLC, where he recommends insurance products within a retirement planning framework, dedicating about a quarter of his time to investment-related activities. He also authored a book on retirement issues and is involved with his church's finances, among other business activities.
Employment History
Current Registrations
Arkadios CapitalBroker
August 2022 - Present · 3 yrs 9 mos
Arkadios Wealth Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kalos Management
October 2005 - September 2022 · 16 yrs 11 mos
Kalos Capital, INC.Broker
October 2005 - September 2022 · 16 yrs 11 mos
Hornor, Townsend & Kent, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
Lasalle St Securities, L.L.C.Broker
September 2002 - January 2003 · 4 mos
Hornor, Townsend & Kent, INC.Broker
February 2002 - October 2002 · 8 mos
Usallianz Securities, INC.Broker
April 2000 - February 2002 · 1 yr 10 mos
Investors Capital CORP.Broker
December 1999 - April 2000 · 4 mos
Signator Investors, INC.Broker
February 1997 - December 1999 · 2 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1997 - May 1997 · 3 mos
State Registrations14 states
AZCACOCTDCFLGAINMINCSCSDTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.