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Patrick P. Cahill

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CRD#: 3144018
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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 Paul Cahill, who also goes by Patrick Cahill, was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 1998. Patrick had worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patrick Cahill

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

July 24, 2020 - March 12, 2024

COVENTRY SECURITIES, LLC

BD
CRD#: 150462
FORT WASHINGTON, PA
Past

April 20, 2015 - August 29, 2018

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

June 11, 2010 - February 12, 2015

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

July 11, 2000 - September 5, 2000

ING FUNDS DISTRIBUTOR, INC.

BD
CRD#: 36461
WILMINGTON, DE
Past

June 3, 1999 - October 31, 2008

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

November 20, 1998 - May 26, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

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


State Security Law Exam
RR
Series 63
Date: 11/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/16/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
COVENTRY SECURITIES, LLC
COVENTRY SECURITIES, LLC | HF SECURITIES, LLC

CRD#: 150462 / SEC#: , 8-68262

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
7111 Valley Green Road, Fort Washington, PA 19034
Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034
Phone number
(877) 836-8300
Established
Delaware since 04/21/2009
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BUERGER 2003 FAMILY TRUSTSOLE MEMBER
BUERGER, CONSTANCE MTRUSTEE OF BUERGER 2003 FAMILY TRUST
DA SILVA, ALINEFINOP, POO, FOP6082324
JACOBS, NEAL STEWARTLLC MANAGER/CEO4205122
WELSH, AMY MARIELLC MANAGER/CCO5977889

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


COVENTRY SECURITIES, LLC

CRD#: 150462

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