Patrick George Heller is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with CITIZENS SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | 2023-04-12 | present | Yes |
| LPL FINANCIAL LLC | 2022-05-18 | 2023-03-28 | — |
| CUNA BROKERAGE SERVICES, INC. | 2021-10-15 | 2022-05-18 | — |
| EQUITABLE ADVISORS, LLC | 2018-12-14 | 2021-10-18 | — |
| SANTANDER SECURITIES LLC | 2017-10-17 | 2018-11-29 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2017-06-19 | 2017-09-28 | — |
| PNC WEALTH MANAGEMENT | 2013-11-14 | 2017-06-09 | — |
| M&T SECURITIES, INC. | 2012-04-27 | 2013-10-18 | — |
| EQUITABLE ADVISORS, LLC | 2007-03-27 | 2012-04-20 | — |