Patrick J. Stuhr
Professional summary
Patrick Jay Stuhr is a registered financial advisor currently at LEGACY 401K PARTNERS, LLC located in Grapevine, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Patrick has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jay Stuhr's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 10, 2015 - Present
LEGACY 401K PARTNERS, LLC
Office #1: 1785 State Hwy 26 Suite 200, Grapevine, TX 76051April 5, 2013 - August 5, 2015
ISC ADVISORS, INC.
March 1, 2010 - December 31, 2013
INSTITUTIONAL SECURITIES CORPORATION
October 28, 2009 - August 5, 2015
INSTITUTIONAL SECURITIES CORPORATION
January 1, 2008 - February 19, 2009
FIDELITY BROKERAGE SERVICES LLC
April 14, 2004 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
April 20, 2001 - April 20, 2004
FIDELITY BROKERAGE SERVICES LLC
December 20, 2000 - April 6, 2001
J.P. SECURITIES, 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
(8/10/2015)
Exams
Current Firm
LEGACY 401K PARTNERS, LLC
CRD#: 181525 / SEC#:
Contact information
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