Patrick T. Bolger
Professional summary
Patrick Thomas Bolger Jr., who also goes by Patrick T. Bolger Jr., Patrick Thomas Bolger, is a registered financial advisor currently at PB CAPITAL located in Simi Valley, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Bolger Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2022 - Present
PB CAPITAL
Office #1: 45 W Easy Street Suite 37, Simi Valley, CA 93065April 12, 2013 - May 10, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
April 2, 2013 - May 10, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
April 30, 2004 - April 10, 2013
LPL FINANCIAL LLC
April 30, 2004 - April 10, 2013
LPL FINANCIAL LLC
February 6, 2004 - May 3, 2004
WAMU INVESTMENTS, INC.
July 27, 1998 - May 3, 2004
WAMU INVESTMENTS, 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
(5/10/2022)
(5/12/2022)
Exams
Current Firm
PB CAPITAL
CRD#: 319410 / SEC#: 801-124977
Contact information
Regulatory assets under management
| Total Number of Accounts | 206 |
| AUM (Assets Under Management) | $ 34,175,624 |
Red Flags
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