# PATRICK KENNETH BURDICK

PATRICK KENNETH BURDICK is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with CORIENT PRIVATE WEALTH LP.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2026-07-14 | present | Yes |
| [CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/104643) | 2019-01-02 | 2026-07-17 | — |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2016-02-17 | 2018-12-20 | — |
| [SIGNALWISE LLC](https://search.stillhousedata.com/firm/152735) | 2011-11-01 | 2018-12-19 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-03-12 | 2010-09-13 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 1998-02-12 | 2003-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3002868)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3002868.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.