Patrick D. Halas
Professional summary
Patrick Doyle Halas, who also goes by Patrick Doyle Halas, Patrick Halas, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Greenwood Village, Colorado.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2000. Patrick has worked at 8 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Doyle Halas's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2025 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 6400 S. Fiddlers Circle Suite #100, Greenwood Village, CO 80111January 3, 2022 - November 14, 2024
INVESTMENT DISTRIBUTORS, INC.
August 13, 2019 - January 3, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
July 29, 2015 - June 3, 2019
EMPOWER FINANCIAL SERVICES, INC.
January 9, 2008 - June 18, 2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
April 3, 2007 - January 3, 2008
BOK FINANCIAL SECURITIES, INC.
March 22, 2001 - April 9, 2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
November 29, 2000 - February 21, 2001
ICAPITAL MARKETS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
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.
