# PATRICK KEITH RILEY

PATRICK KEITH RILEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with OPTIMAL PLANNING LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OPTIMAL PLANNING LLC](https://search.stillhousedata.com/firm/283885) | 2016-08-04 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-03-25 | 2016-08-02 | — |
| [CAMARDA FINANCIAL ADVISORS , LLC](https://search.stillhousedata.com/firm/113784) | 2012-05-16 | 2013-03-28 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-08-07 | 2012-05-29 | — |
| [CROWN CAPITAL SECURITIES, L.P.](https://search.stillhousedata.com/firm/6312) | 2007-10-01 | 2009-08-24 | — |
| [QUEST CAPITAL STRATEGIES, INC.](https://search.stillhousedata.com/firm/16783) | 2007-01-03 | 2007-10-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4434612)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4434612.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.