Patrick Decatalogne
Professional summary
Patrick Decatalogne is a registered financial professional currently at CASTLEOAK SECURITIES, LP located in Alpharetta, Georgia.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1987. Patrick has worked at 8 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Decatalogne's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2006 - Present
CASTLEOAK SECURITIES, LP
Office #1: 8000 Avalon Boulevard 1st Floor, Suite 100-200, Office 237, Alpharetta, GA 30009March 30, 2006 - April 10, 2006
CANTOR FITZGERALD & CO.
September 26, 1997 - April 25, 2006
BLAYLOCK & COMPANY, INC.
June 10, 1996 - June 26, 1997
ROYAL PALM CAPITAL, INC.
December 16, 1993 - June 11, 1996
WACHOVIA SECURITIES, INC.
March 9, 1993 - December 21, 1993
ELECTRONIC TRADING SYSTEMS, L.P.
May 21, 1990 - February 9, 1993
JPMSI
August 12, 1987 - June 21, 1988
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/15/2024)
(8/29/2013)
(9/4/2013)
(4/13/2007)
(12/8/2008)
(5/7/2013)
(3/28/2023)
(4/7/2006)
(6/1/2009)
(3/31/2023)
(7/22/2016)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CASTLEOAK SECURITIES, LP
CRD#: 125334 / SEC#: , 8-65786
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JONES, DAVID RODERICK | CHIEF EXECUTIVE OFFICER | 2389684 |
| CASTLEOAK MANAGEMENT, LLC | GENERAL PARTNER | |
| GOMEZ, LUIS J | FINOP AND PRINCIPAL FINANCIAL OFFICER | 4974439 |
| IPPOLITO, PHILIP | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1072137 |
| SKINNER, JEFFREY THOMAS | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 4078336 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
Red Flags
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