# PATRICK STEPHEN BEALE

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | 2025-08-15 | present | Yes |
| [GLOBAL WEALTH ADVISORS](https://search.stillhousedata.com/firm/147800) | 2023-09-11 | 2026-01-02 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2023-04-12 | 2025-08-15 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-05-23 | 2023-04-14 | — |
| [CAPITAL ONE FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/127236) | 2009-10-22 | 2012-05-18 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2009-05-02 | 2009-10-14 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2008-11-10 | 2009-05-02 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2004-04-29 | 2006-03-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4761440)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4761440.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.