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Patrick Smedley

2 Years of Experience
Vienna, VA
BrokerSells Insurance

Patrick Smedley is a registered investment advisor, based in Vienna, VA, with 2 years of industry experience.

Location

8605 Westwood Center Drive, Suite 505, Vienna, VA, 22182

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History

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.

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Other Business ActivitiesSells Insurance

Patrick works as a financial consultant for Florida Financial Advisors and sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week to insurance sales. He is also a registered representative with Trinity Wealth Securities, LLC.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2024 - Present · 2 yrs 2 mos
Florida Financial Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
State Registrations2 states
FLVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Patrick Smedley - Financial Advisor | TrueAdvisor