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PK

Patricia Anne R. Korioth

SANTANDER US CAPITAL MARKETS LLC
Austin, TX 78731
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CRD#: 2046748
PK

Professional summary


Patricia Anne Rector Korioth, who also goes by Patricia Rector Korioth, Patricia Anne Rector, Trish Anne Rector, is a registered financial professional currently at SANTANDER US CAPITAL MARKETS LLC located in Austin, Texas.

Patricia Anne is registered as a RR (Registered Representative) and started their career in finance in 1993. Patricia Anne has worked at 7 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia Rector Korioth | Patricia Anne Rector | Trish Anne Rector

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) - BD


Click below to view Patricia Anne Rector Korioth'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

October 14, 2014 - Present

SANTANDER US CAPITAL MARKETS LLC

Office #1: 3445 Executive Center Drive Suite 120, Austin, TX 78731
BD
CRD#: 150696
Austin, TX
Past

November 21, 2000 - October 14, 2014

AMHERST SECURITIES GROUP, L.P.

BD
CRD#: 31141
AUSTIN, TX
Past

July 13, 2000 - November 28, 2000

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
AUSTIN, TX
Past

September 9, 1999 - July 5, 2000

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

March 13, 1995 - February 16, 1999

SPIRES FINANCIAL, L.P.

BD
CRD#: 38209
HOUSTON, TX
Past

February 16, 1995 - March 13, 1995

PINNACLE FINANCIAL, INC.

BD
CRD#: 30691
HOUSTON, TX
Past

November 24, 1993 - January 27, 1995

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
HOUSTON, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(10/14/2014)
RR
New York
(1/26/2015)
RR
Texas
(10/14/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 5/30/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


SU
SANTANDER US CAPITAL MARKETS LLC
AMHERST PIERPONT | SANTANDER US CAPITAL MARKETS LLC | SANTANDER INVESTMENT SECURITIES | PIERPONT SECURITIES LLC | PIERPONT SECURITIES INC. | PIERPONT SECURITIES | AMHERST SECURITIES | AMHERST PIERPONT SECURITIES LLC

CRD#: 150696 / SEC#: , 8-68282

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
437 Madison Avenue 6th - 8th Floor, New York, NY 10022
Mailing Address
437 Madison Avenue 6th Floor, New York, NY 10022
Phone number
(212) 872-0100
Established
Delaware since 01/14/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SANTANDER CAPITAL HOLDINGS LLCSOLE MEMBER
LANE, JASON DEARMONDCHIEF COMPLIANCE OFFICER2671708
PACHECO, MERCEDES MARIACHIEF LEGAL OFFICER2909083
PRIETO-MORENO, GERARDOPRINCIPAL OPERATIONS OFFICER7295411
SANTANGELO, MICHAEL JOHNCFO4705334
VITALE, PAUL NFINOP, PRINCIPAL FINANCIAL OFFICER5909566
WALSH, JOSEPH NORTON IIICEO2804671

Disclosures


Regulatory Event5

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


SANTANDER US CAPITAL MARKETS LLC

CRD#: 150696Austin, TX 78731

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