Patrick R. Irving
Professional summary
Patrick Ryan Irving, who also goes by Patrick Ryan Irving, is a registered financial professional currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia and CAPITAL ONE SECURITIES, INC. located in Charlotte, North Carolina.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 5 firms and has passed the Series 7TO, SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Ryan Irving's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2025 - Present
KIPPSDESANTO & COMPANY
Office #1: 1675 Capital One Dr. Suite 1200, Mclean, VA 22102February 28, 2025 - Present
CAPITAL ONE SECURITIES, INC.
Office #1: 2151 Hawkins St Suite 1300, Charlotte, NC 28203February 28, 2025 - Present
TRIPLETREE, LLC
Office #1: 299 Park Avenue 14th Floor, New York, NY 10171July 16, 2019 - February 26, 2025
WELLS FARGO SECURITIES, LLC
August 29, 2012 - June 25, 2018
MORGAN STANLEY & CO. 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 7TO
Date: 7/10/2023
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
TRIPLETREE, LLC
CRD#: 42820 / SEC#: , 8-50015
Contact information
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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