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Patricia B. Mulcahy

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CRD#: 1277594
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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.

Patricia Byrne Mulcahy was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1984. Patricia had worked at 4 firms and has passed the Series 7 exam.

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

February 22, 1991 - April 1, 1991

RETIREMENT INVESTMENT GROUP

BD
CRD#: 7421
Past

November 27, 1987 - March 5, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

June 30, 1986 - December 14, 1987

SECURITY SERVICE CORPORATION

BD
CRD#: 17125
Past

August 21, 1984 - March 31, 1986

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

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


General Industry/Product Exam
RR
Series 7
Date: 8/18/1984
General Securities Representative Examination

Current Firm


RI
RETIREMENT INVESTMENT GROUP
HOUSTON INVESTMENT GROUP | RETIREMENT INVESTMENT GROUP | PAYNE & THORNTON, INC.

CRD#: 7421 / SEC#: , 8-23050

BD
Revoked by SEC on 02/01/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 08/24/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


RETIREMENT INVESTMENT GROUP

CRD#: 7421

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