Patrick Edward Newman is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2026-02-19 | present | Yes |
| ASSETMARK, INC. | 2024-05-08 | 2026-01-27 | — |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2022-07-19 | 2024-04-19 | — |
| FIFTH THIRD SECURITIES, INC. | 2019-05-06 | 2022-03-16 | — |