# Patrick George Heller

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..

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2023-04-12 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-05-18 | 2023-03-28 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2021-10-15 | 2022-05-18 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2018-12-14 | 2021-10-18 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2017-10-17 | 2018-11-29 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2017-06-19 | 2017-09-28 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2013-11-14 | 2017-06-09 | — |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2012-04-27 | 2013-10-18 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2007-03-27 | 2012-04-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2123083)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2123083.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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