PG
Patrick M. Gorman
TRITOWER REAL ESTATE CAPITAL
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 3031145
PG
Professional summary
Patrick Michael Gorman JR is a registered financial professional currently at TRITOWER REAL ESTATE CAPITAL, LLC located in Boston, Massachusetts.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1998. Patrick has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Patrick Michael Gorman JR'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®
NoneExperience
Current
February 11, 2016 - Present
TRITOWER REAL ESTATE CAPITAL, LLC
Office #1: 60 State Street Suite 2250, Boston, MA 02109BD
CRD#: 281740
BOSTON, MA
Past
October 18, 2012 - March 4, 2016
AGES FINANCIAL SERVICES, LTD.
BD
CRD#: 15427
Boston, MA
Past
February 14, 2012 - October 2, 2012
HUNTWICKE SECURITIES, LLC
BD
CRD#: 146993
BURLINGTON, MA
Past
March 21, 2001 - December 20, 2011
FSP INVESTMENTS LLC
BD
CRD#: 42191
WAKEFIELD, MA
Past
April 6, 1998 - March 21, 2001
BROOKWOOD SECURITIES PARTNERS, LLC
BD
CRD#: 35187
BEVERLY, MA
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
Alabama(3/16/2016)
RR
Alaska(3/11/2016)
RR
Arizona(3/17/2016)
RR
Arkansas(3/9/2016)
RR
California(3/9/2016)
RR
Colorado(3/11/2016)
RR
Connecticut(3/17/2016)
RR
Delaware(1/23/2017)
RR
District of Columbia(2/26/2016)
RR
Florida(3/22/2016)
RR
Georgia(2/11/2016)
RR
Hawaii(7/20/2016)
RR
Idaho(1/5/2017)
RR
Illinois(3/10/2016)
RR
Indiana(3/14/2016)
RR
Iowa(1/5/2017)
RR
Kansas(3/4/2016)
RR
Kentucky(3/15/2016)
RR
Louisiana(3/14/2016)
RR
Maine(3/14/2016)
RR
Maryland(4/5/2016)
RR
Massachusetts(3/8/2016)
RR
Michigan(4/5/2016)
RR
Minnesota(2/16/2016)
RR
Mississippi(7/1/2016)
RR
Missouri(3/17/2016)
RR
Montana(1/17/2017)
RR
Nebraska(3/11/2016)
RR
Nevada(3/18/2016)
RR
New Hampshire(3/21/2016)
RR
New Jersey(3/9/2016)
RR
New Mexico(1/31/2017)
RR
New York(3/18/2016)
RR
North Carolina(2/16/2016)
RR
North Dakota(1/27/2017)
RR
Ohio(3/16/2016)
RR
Oklahoma(3/18/2016)
RR
Oregon(2/3/2017)
RR
Pennsylvania(3/15/2016)
RR
Puerto Rico(4/25/2022)
RR
Rhode Island(3/4/2016)
RR
South Carolina(3/15/2016)
RR
South Dakota(1/19/2017)
RR
Tennessee(3/14/2016)
RR
Texas(2/12/2016)
RR
Utah(3/10/2016)
RR
Vermont(3/15/2016)
RR
Virginia(4/1/2016)
RR
Washington(6/13/2016)
RR
West Virginia(3/15/2016)
RR
Wisconsin(3/8/2016)
RR
Wyoming(3/14/2016)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TR
TRITOWER REAL ESTATE CAPITAL, LLC
TRITOWER REAL ESTATE CAPITAL, LLC
CRD#: 281740 / SEC#: , 8-69683
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
60 State Street, Suite 2250, Boston, MA 02109
Mailing Address
60 State Street, Suite 2250, Boston, MA 02109
Phone number
(781) 222-5900
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRITOWER REAL ESTATE CAPITAL, LLC
CRD#: 281740Boston, MA 02109TRUST BUT VERIFY
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