# PATRICK JOSEPH CLOONAN

PATRICK JOSEPH CLOONAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with COMPREHENSIVE FINANCIAL PLANNING, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMPREHENSIVE FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/110937) | 2012-08-23 | present | Yes |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2012-08-23 | 2015-10-02 | — |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2012-01-25 | 2012-05-30 | — |
| [PELION INVESTMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/138400) | 2010-07-19 | 2012-01-23 | — |
| [WORKMAN SECURITIES CORPORATION](https://search.stillhousedata.com/firm/31898) | 2007-10-02 | 2010-07-01 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2007-09-12 | 2007-10-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2815853)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2815853.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.