Patrick D. Molamphy
Professional summary
Patrick Declan Molamphy, AIF®, ChFC®, CLU®, who also goes by Pat Molamphy, is a registered financial advisor currently at CAROLINA WEALTH MANAGEMENT, INC. located in Greenville, North Carolina.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Patrick has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Declan Molamphy's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2020 - Present
CAROLINA WEALTH MANAGEMENT, INC.
Office #1: 1706-a East Arlington Blvd., Greenville, NC 27858July 25, 2012 - December 31, 2019
NATIONWIDE SECURITIES, LLC
December 11, 1992 - December 31, 2019
NATIONWIDE SECURITIES, LLC
January 1, 1991 - October 30, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
January 1, 1991 - October 30, 1992
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
CAROLINA WEALTH MANAGEMENT, INC.
CRD#: 131393 / SEC#: 801-63091
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2020)
Exams
Current Firm
CAROLINA WEALTH MANAGEMENT, INC.
CRD#: 131393 / SEC#: 801-63091
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 711,811,237 |
Red Flags
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