Patrick A. Towne
Professional summary
Being a previously registered professional could mean that this person 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.
Patrick Allen Towne was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 2005. Patrick had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 2013 - December 31, 2024
BEE CAVE INVESTMENT ADVISORS
January 6, 2010 - December 31, 2011
BEE CAVE INVESTMENT ADVISORS
April 15, 2008 - January 6, 2009
DIRECT CAPITAL SECURITIES, INC.
May 12, 2005 - April 10, 2006
SPIKE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
BEE CAVE INVESTMENT ADVISORS
CRD#: 151245 / SEC#: 801-70957
Contact information
Red Flags
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