RICHARD MONTGOMERY PATRICK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with SOWELL FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOWELL FINANCIAL SERVICES, LLC | 2025-01-01 | present | Yes |
| NAPLES ASSET MANAGEMENT CO., LLC | 2016-06-16 | 2020-10-03 | — |
| WEALTHSOURCE® | 2016-03-16 | 2016-07-15 | — |
| AVANT-GARDE ADVISORS LLC | 2012-06-25 | 2016-07-15 | — |
| B. RILEY WEALTH MANAGEMENT | 2011-04-26 | 2012-06-05 | — |
| CHARLES SCHWAB & CO., INC. | 2004-12-07 | 2011-05-17 | — |
| IFMG SECURITIES, INC. | 2004-08-05 | 2004-11-12 | — |
| WAMU INVESTMENTS, INC. | 2004-01-07 | 2004-08-05 | — |
| MORGAN STANLEY DW INC. | 2003-05-16 | 2003-12-01 | — |