PATRICK STEPHEN BEALE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with MERIT FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIT FINANCIAL GROUP, LLC | 2025-08-15 | present | Yes |
| GLOBAL WEALTH ADVISORS | 2023-09-11 | 2026-01-02 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2023-04-12 | 2025-08-15 | — |
| LPL FINANCIAL LLC | 2012-05-23 | 2023-04-14 | — |
| CAPITAL ONE FINANCIAL ADVISORS LLC | 2009-10-22 | 2012-05-18 | — |
| CHASE INVESTMENT SERVICES CORP. | 2009-05-02 | 2009-10-14 | — |
| WAMU INVESTMENTS, INC. | 2008-11-10 | 2009-05-02 | — |
| A. G. EDWARDS & SONS, INC. | 2004-04-29 | 2006-03-27 | — |