Patrick Perry is a registered investment advisor, based in Elkridge, MD, with 11 years of industry experience.
Location
6705 Tranquil Way, Elkridge, MD, 21075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an advisory representative of a Registered Investment Advisor, spends minimal time as an independent insurance agent, performs as a drummer, and is the COO of a logistics and consulting company, CGMA Group, LLC, taking nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Centaurus Financial, INC.Broker
C. G. Menk & Associates, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.