# PATRICK JAMES ROBERTSON

PATRICK JAMES ROBERTSON is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with STRATEGIC WEALTH MANAGEMENT LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/335792) | 2025-10-22 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-06-14 | 2025-10-22 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2019-12-06 | 2024-06-14 | — |
| [THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC](https://search.stillhousedata.com/firm/172470) | 2018-10-02 | 2020-02-03 | — |
| [PACKERLAND BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/37031) | 2015-09-08 | 2018-09-25 | — |
| [CENTAURUS FINANCIAL, INC.](https://search.stillhousedata.com/firm/30833) | 2011-01-03 | 2015-09-04 | — |
| [INVESTORS CAPITAL CORP.](https://search.stillhousedata.com/firm/30613) | 2006-07-06 | 2010-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2005392)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2005392.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.