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Patrick Paul Cahill

CRD# 3144018·Registered 1998 - 2024
Previously Registered: Being a previously registered professional could mean that Patrick 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.

Professional Summary

Patrick Paul Cahill, who also goes by Patrick Cahill, was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 1998 - 2024. Patrick had worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick Cahill

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Videos & Posts

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

COVENTRY SECURITIES, LLC·CRD# 150462
BD
Fort Washington, PA
July 24, 2020 - March 12, 2024
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
April 20, 2015 - August 29, 2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC·CRD# 612
BD
Minneapolis, MN
June 11, 2010 - February 12, 2015
ING FUNDS DISTRIBUTOR, INC.·CRD# 36461
BD
Wilmington, DE
July 11, 2000 - September 5, 2000
DIRECTED SERVICES LLC·CRD# 21675
BD
West Chester, PA
June 3, 1999 - October 31, 2008
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
November 20, 1998 - May 26, 1999

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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)

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

FINRA licenses (50 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BUERGER 2003 FAMILY TRUSTSOLE MEMBER—
BUERGER, CONSTANCE MTRUSTEE OF BUERGER 2003 FAMILY TRUST—
CHEN, WAYNEFINOP, POO, FOP4779449
JACOBS, NEAL STEWARTLLC MANAGER/CEO4205122
WELSH, AMY MARIELLC MANAGER/CCO5977889

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1998About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1998About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2006About the Series 26 exam

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CRS (Client Relationship Summary)

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

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