Patrick E. Church

CHURCH CAPITAL

Buckeye, AZ

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CRD#: 1976742

Professional summary

Patrick Eugene Church is a registered financial advisor currently at CHURCH CAPITAL located in Buckeye, Arizona.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Patrick has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Patrick Eugene Church's CRS (Customer Relationship Summary).

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

Current

May 16, 2013 - Present

CHURCH CAPITAL

RIA

CRD#: 167443

Buckeye, AZ

Past

February 2, 2012 - May 30, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

KENT, WA

Past

January 30, 2012 - May 30, 2013

LPL FINANCIAL LLC

CRD#: 6413

KENT, WA

Past

October 20, 2009 - January 31, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

June 29, 2007 - January 31, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

KENT, WA

Past

February 17, 1998 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

KENT, WA

Past

August 14, 1989 - January 13, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 14, 1989 - February 11, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(5/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/4/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHURCH CAPITAL

CHURCH CAPITAL | SAME AS 1B | PATRICK EUGENE CHURCH | CHURCH CAPITAL, LLC | CHURCH CAPITAL LLC

CRD#: 167443 / SEC#:

Arizona

Registered Investment Advisory firm - (4/26/2022 Approved)

Washington

Registered Investment Advisory firm - (5/3/2013 Approved)

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Contact information

Main Address

Buckeye, AZ

Mailing Address

Phone number

(253) 797-0218

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 22,000,000

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
California	ERA - Withdrawn	4/7/2016

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.

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Firm Stability Insights

Patrick E. Church

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Eugene Church's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

BROOKSTREET SECURITIES CORPORATION

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2009

Series 63

Date: 8/25/1989

Series 7

Date: 10/19/1998

Series 6

Date: 8/4/1989

Current Firm

CHURCH CAPITAL

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

CHURCH CAPITAL

TRUST BUT VERIFY

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