PB
Patrick P. Burgess
DAVINCI FINANCIAL DESIGNS
Columbia, SC 29206
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CRD#: 4039255
PB
Professional summary
Patrick Paul Burgess, CFP® is a registered financial advisor currently at DAVINCI FINANCIAL DESIGNS located in Columbia, South Carolina and LPL FINANCIAL LLC located in Forest Acres, South Carolina.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Income Management
Long-term Care
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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.
1. 05/04/2012: REAL ESTATE RENTAL - RENTAL PROPERTY LOCATED AT 4107 LANTANA DR., COLUMBIA, SC 29205. - 1% OF TIME - COLUMBIA, SC.
2. 05/04/2012: OTHER-SHELL ACCOUNT - BURGESS PARTNERS, LLC - THE LLC IS A BUSINESS ENTITY DESIGNED TO HOUSE MY BUSINESS ACTIVITIES AND OBLIGATIONS WHILE SEPARATING THEM FROM MY PERSONAL OBLIGATIONS, AS WELL AS PROVIDE ADDITIONAL LIABILITY PROTECTION. - COLUMBIA, SC.
3. 05/04/2012: NON-VARIABLE INSURANCE DBA - DAVINCI RISK DESIGNS - SALES OF FIXED LIFE, DISABILITY, UL, INDEXED UL, TERM, AND LONG TERM CARE INSURANCE. - TIME SPENT 15% - COLUMBIA, SC.
4. 6/5/2012: REGISTERED INVESTMENT ADVISOR - DAVINCI FINANCIAL DESIGNS, LLC - FINANCIAL PLANNING, ASSET MANAGEMENT, RISK MANAGEMENT. - DAVINCI FINANCIAL DESIGNS - TIME SPENT 98% - COLUMBIA, SC.
5. 1/16/2013: DBA ONLY - DAVINCI FINANCIAL DESIGNS - DBA NAME FOR B/D ACTIVITY. - TIME SPENT 5% - COLUMBIA, SC.
6. 08/11/2015 - REAL ESTATE RENTAL - NOT INV REL - 936 PRENTICE AVE, COLUMBIA, SC 29205 -- MANAGED FROM MY HOME, AT 1413 MAPLE ST, COLUMBIA SC 29205 - START 08/01/2006 - 2 HRS/MO DURING SECS TRDG HRS.
7. 10/3/2019 - DaVinci Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2019 - 8 Hours Per Month During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Paul Burgess'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®
CFP®
Start date: 2008
Experience
Current
January 25, 2013 - Present
DAVINCI FINANCIAL DESIGNS
Office #1: 5301 N. Trenholm Road Suite A, Columbia, SC 29206RIA
CRD#: 163362
Columbia, SC
Current
May 7, 2012 - Present
LPL FINANCIAL LLC
Office #1: 5301 N Trenholm Road, Suite A, Forest Acres, SC 29206RIA
BD
CRD#: 6413
Forest Acres, SC
Past
August 21, 2012 - October 9, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
COLUMBIA, SC
Past
May 25, 2012 - December 31, 2012
DAVINCI FINANCIAL DESIGNS
RIA
CRD#: 163362
COLUMBIA, SC
Past
September 2, 2005 - May 7, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
COLUMBIA, SC
Past
January 4, 2005 - September 2, 2005
FIRST COMMAND BANK
RIA
CRD#: 128851
FORT WORTH, TX
Past
November 24, 1999 - May 7, 2012
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
COLUMBIA, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DF
DAVINCI FINANCIAL DESIGNS
DAVINCI FINANCIAL DESIGN LLC | GATEWAY FINANCIAL DESIGNS | DAVINCI FINANCIAL DESIGNS LLC | DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
RIA
Registered Investment Advisory firm - (2/25/2015 Approved)Florida
Registered Investment Advisory firm - (3/27/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/30/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/2/2015 Terminated)New Jersey
Registered Investment Advisory firm - (3/27/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)South Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (3/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (3/27/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Colorado(5/8/2012)
RR
Florida(5/8/2012)
RR
Georgia(5/8/2012)
RR
Louisiana(5/8/2012)
RR
Maryland(2/3/2022)
RR
North Carolina(5/8/2012)
RR
Pennsylvania(5/8/2012)
RR
South Carolina(5/8/2012)
IAR
South Carolina(4/23/2013)
RR
Texas(5/8/2012)
IAR
Texas(1/25/2013)
RR
Virginia(5/8/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DAVINCI FINANCIAL DESIGNS
DAVINCI FINANCIAL DESIGN LLC | GATEWAY FINANCIAL DESIGNS | DAVINCI FINANCIAL DESIGNS LLC | DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
RIA
Registered Investment Advisory firm - (2/25/2015 Approved)Florida
Registered Investment Advisory firm - (3/27/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/30/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/2/2015 Terminated)New Jersey
Registered Investment Advisory firm - (3/27/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)South Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (3/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (3/27/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5301 N. Trenholm Road Suite A, Columbia, SC 29206
Mailing Address
Phone number
(803) 741-0134
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 198,331,653 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DAVINCI FINANCIAL DESIGNS
CRD#: 163362Columbia, SC 29206TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
