Patrick T. Mcsherry
Professional summary
Patrick Thaddeus Mcsherry, who also goes by Patrick Barry, Patrick Thaddeus Mcsherry III, is a registered financial professional currently at INSPEREX LLC located in Delray Beach, Florida.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1992. Patrick has worked at 19 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 24, Series 53 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Thaddeus Mcsherry's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2018 - Present
INSPEREX LLC
Office #1: 25 Se 4th Avenue Suite 400, Delray Beach, FL 33483January 8, 2016 - March 12, 2018
LUCIA SECURITIES, LLC
January 6, 2016 - March 12, 2018
PINHOOK CAPITAL, LLC
August 4, 2014 - October 19, 2015
REALTY CAPITAL SECURITIES, LLC
December 5, 2013 - July 21, 2014
RISKX INVESTMENTS LLC
April 7, 2011 - April 30, 2012
ALETHEIA RESEARCH AND MANAGEMENT INC
April 6, 2011 - April 30, 2012
ALETHEIA SECURITIES, INC.,
October 27, 2010 - January 24, 2011
GUGGENHEIM INVESTMENTS
January 26, 2009 - October 28, 2010
RYDEX ADVISORY SERVICES, LLC
September 17, 2008 - January 24, 2011
GUGGENHEIM DISTRIBUTORS, LLC
November 7, 2007 - August 6, 2008
MML DISTRIBUTORS, LLC
January 9, 2004 - March 25, 2004
AMERICAN SKANDIA ADVISORY SERVICES, INC.
June 13, 2003 - April 28, 2006
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
February 10, 2003 - December 31, 2003
PRUCO SECURITIES, LLC.
December 13, 2002 - June 13, 2003
PRUCO SECURITIES, LLC.
October 18, 2000 - January 21, 2003
PGIM INVESTMENTS LLC
December 1, 1998 - December 13, 2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
September 7, 1993 - June 10, 1996
FINANCIAL SCIENCES, INC.
March 9, 1993 - July 1, 1993
LEHMAN BROTHERS INC.
September 2, 1992 - February 16, 1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, 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
(3/27/2018)
(3/27/2018)
(12/2/2021)
(4/9/2018)
(6/7/2018)
Exams
FINRA
Current Firm
INSPEREX LLC
CRD#: 101420 / SEC#: , 8-52081
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INSPEREX HOLDINGS LLC | MEMBER: VOTING | |
| BUSSCHER, ARNOLD BRADLEY | CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL | 2213934 |
| CARRELS, CHRISTINE ANN | CHIEF MARKETING OFFICER | 6651750 |
| DEEG, ADITI DAVARE | CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP | 4279152 |
| ELLIOTT, LAURA SUE | PRESIDENT | 2125558 |
| MITCHELL, SCOTT ALEXANDER | CHIEF EXECUTIVE OFFICER | 4717597 |
| NICHOLSON, MARSHALL ALLEN | HEAD OF STRATEGIC INITIATIVES | 4585471 |
| PAPAGIANNIS, JAMES JOHN | CHIEF COMPLIANCE OFFICER & AMLCO | 2449960 |
| RHODES, DERYK TREVOR | HEAD OF WEALTH MANAGEMENT SOLUTIONS | 4157411 |
| TOLAR, JOHN M | HEAD OF FIXED INCOME SALES & TRADING | 3075402 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
INSPEREX LLC
CRD#: 101420Delray Beach, FL 33483TRUST BUT VERIFY
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