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PO

Patrick J. Odriscoll

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CRD#: 3000497
PO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patrick Joseph Odriscoll, who also goes by Patrick Joseph O'driscoll, Padraig Joseph Odriscoll, Patrick Joseph Odriscoll, was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 2001. Patrick had worked at 7 firms and has passed the Series 7 and Series 55 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patrick Joseph O'driscoll | Padraig Joseph Odriscoll | Patrick Joseph Odriscoll

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 29, 2012 - February 27, 2013

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

July 30, 2012 - August 28, 2012

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

April 1, 2011 - December 15, 2011

MILSTREAM SECURITIES LLC

BD
CRD#: 38771
NEW YORK, NY
Past

March 23, 2005 - June 22, 2005

BEECH HILL SECURITIES, INC.

BD
CRD#: 24771
NEW YORK, NY
Past

August 16, 2002 - September 4, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

March 6, 2002 - September 11, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

February 15, 2001 - March 22, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 3/31/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 2/27/2001
Limited Representative-Equity Trader Exam

Current Firm


WP
WTS PROPRIETARY TRADING GROUP LLC
WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117 / SEC#: , 8-67986

BD
Terminated by SEC on 03/06/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/09/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WTS PTG HOLDINGS, LLCOWNER
CLARK, CHESTER EDMONDCEO2486219
DISCENZA, PETER VINCENT JRCHIEF COMPLIANCE OFFICER4386342
JONES, WILLIAM RUSSELLOPERATIONS MANAGER2948251
LI, XIAOYANFINOP4465893

Disclosures


Regulatory Event6

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


WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

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