Patrick Carpenter is a CFA-designated registered investment advisor, based in Atlanta, GA, with 20 years of industry experience.
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a managing director at DJR CSM, LLC, providing financial advisory services, dedicating minimal time. He also owns Greywind Capital as a contractor, spending full-time hours on this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Yieldquest Securities, LLCBroker
State Registrations36 states
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