Patrick John Smith is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-16 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2024-09-28 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2009-02-18 | 2011-02-17 | — |
| TD AMERITRADE, INC. | 2009-02-18 | 2022-01-19 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2008-03-26 | 2009-01-09 | — |
| FB ADVISORS, INC. | 2007-12-05 | 2008-02-22 | — |