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Patrick J. Blake

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CRD#: 1864766
PB

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 Blake, who also goes by Pat Blake, was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 1995. Patrick had worked at 9 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pat Blake

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

December 7, 2010 - April 6, 2011

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

November 13, 2009 - September 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 8, 2003 - May 15, 2008

FAIRFIELD HEATHCLIFF CAPITAL LLC

BD
CRD#: 117647
NEW YORK, NY
Past

July 12, 2000 - July 30, 2002

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
NEW YORK, NY
Past

March 16, 1998 - March 7, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

November 28, 1997 - March 13, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

May 22, 1996 - March 13, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 11, 1995 - April 19, 1996

CSFP CAPITAL, INC.

BD
CRD#: 31796
NEW YORK, NY
Past

May 19, 1995 - April 19, 1996

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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: 10/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/21/2009
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ML
MERRILL LYNCH PROFESSIONAL CLEARING CORP.
MERRILL LYNCH PROFESSIONAL CLEARING CORP. | WAGNER STOTT CLEARING CORP.

CRD#: 16139 / SEC#: , 8-33359

BD
Terminated by SEC on 10/12/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/19/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BOFA SECURITIES, INC.PARENT283942
ALAM, FARUQE FARUQECHIEF FINANCIAL OFFICER2394838
GUARDINO, JOSEPH ANTHONY JRDIRECTOR, CHIEF OPERATIONS OFFICER & FINOP2907957
WALSH, KEVINCHIEF COMPLIANCE OFFICER4062276

Disclosures


Regulatory Event55
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


MERRILL LYNCH PROFESSIONAL CLEARING CORP.

CRD#: 16139

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