Patrick Dunn is a CFP-designated registered investment advisor, based in Menlo Park, CA, with 18 years of industry experience.
Location
85 Willow Road, Menlo Park, CA, 94025
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Trade-Pmr INC.
January 2026 - Present · 4 mos
Trade-Pmr INC.Broker
January 2026 - Present · 4 mos
Robinhood Asset Management
March 2025 - Present · 1 yr 2 mos
Robinhood Securities, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Robinhood Securities, LLC
December 2023 - Present · 2 yrs 5 mos
Robinhood Financial, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Robinhood Financial, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Robinhood Financial, LLCBroker
January 2021 - August 2022 · 1 yr 7 mos
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
April 2016 - February 2018 · 1 yr 10 mos
Scottrade, INC.Broker
August 2007 - February 2018 · 10 yrs 6 mos
State Registrations53 states
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Exams
No exam information available for this advisor.