# Patrick Mathias Burke

Patrick Mathias Burke is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with 133 LEGACY PLANNING GROUP LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [133 LEGACY PLANNING GROUP LLC](https://search.stillhousedata.com/firm/328921) | 2024-01-04 | present | Yes |
| [EMPOWER ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/112058) | 2021-11-03 | 2022-11-08 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2021-07-12 | 2021-09-20 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-07-11 | 2021-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6783359)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6783359.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.