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Patrick J. Mcdevitt

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CRD#: 1139864
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patrick Joseph Mcdevitt was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 1977. Patrick had worked at 11 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 9, 1999 - December 17, 2002

MILSTREAM SECURITIES LLC

BD
CRD#: 38771
NEW YORK, NY
Past

June 27, 1997 - February 19, 1999

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

January 26, 1995 - June 17, 1997

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

January 4, 1995 - January 17, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

March 23, 1993 - October 5, 1994

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

November 25, 1991 - December 17, 1992

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

February 15, 1991 - November 5, 1991

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

September 11, 1990 - December 31, 1990

SWARTWOOD, HESSE INC.

BD
CRD#: 8603
NEW YORK, NY
Past

March 24, 1988 - September 5, 1990

STATEN SECURITIES CORPORATION

BD
CRD#: 5632
RIDGEWOOD, NJ
Past

July 9, 1985 - March 22, 1988

SWARTWOOD, HESSE INC.

BD
CRD#: 8603
Past

October 3, 1984 - July 3, 1985

ROONEY, PACE INC.

BD
CRD#: 6218
Past

April 8, 1977 - September 12, 1984

JII SECURITIES INC.

BD
CRD#: 406

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/28/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/10/1967
Registered Representative Examination

Current Firm


MS
MILSTREAM SECURITIES LLC
MILSTREAM SECURITIES LLC | SHUKLA FINANCIAL SERVICES, INC. | PIPELINE LIQUIDITY PRO LLC

CRD#: 38771 / SEC#: , 8-48399

BD
Terminated by SEC on 02/18/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PIPELINE FINANCIAL GROUP, INC.DIRECT OWNER
CHASKIN, DAVID RFINANCIAL AND OPERATIONS PRINCIPAL5306238
HENDERSON, GEORGE GORDONMANAGER242727
WEST, RICHARD LEECHIEF COMPLIANCE OFFICER4470264

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MILSTREAM SECURITIES LLC

CRD#: 38771

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