Patrick J. Briskey
Professional summary
Patrick John Briskey, who also goes by Pat Briskey, is a registered financial advisor currently at NORTHFORT FINANCIAL, LLC located in Defiance, Ohio and MCDONALD CAPITAL MANAGEMENT, INC. located in Columbus, Ohio.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patrick has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick John Briskey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2007 - Present
NORTHFORT FINANCIAL, LLC
January 13, 2020 - Present
MCDONALD CAPITAL MANAGEMENT, INC.
August 9, 2004 - August 21, 2006
OBS BROKERAGE SERVICES, INC.
August 6, 2004 - April 27, 2007
OBS BROKERAGE SERVICES, INC.
July 29, 2004 - April 26, 2007
FIRST INSURANCE AND INVESTMENTS INC.
July 3, 2002 - August 10, 2004
CETERA WEALTH SERVICES, LLC
May 29, 2002 - August 10, 2004
CETERA WEALTH SERVICES, LLC
December 15, 1997 - May 20, 2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2017)
(1/13/2011)
(1/14/2011)
(5/11/2007)
(1/13/2020)
Exams
Current Firm
NORTHFORT FINANCIAL, LLC
CRD#: 143916 / SEC#: 801-135600
Contact information
Regulatory assets under management
| Total Number of Accounts | 929 |
| AUM (Assets Under Management) | $ 118,622,569 |
Red Flags
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