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Patrick C. Manion

AQ TECHNOLOGY PARTNERS LLC
Redwood City, CA 94065
Some features on this profile are disabled
CRD#: 5184871
PM

Professional summary

Patrick Conor Manion is a registered financial professional currently at AQ TECHNOLOGY PARTNERS LLC located in Redwood City, California.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2006. Patrick has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Conor Manion'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®
None

Experience

Current

March 26, 2020 - Present

AQ TECHNOLOGY PARTNERS LLC

Office #1: 203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
BD
CRD#: 304996
Redwood City, CA
Past

April 5, 2019 - March 31, 2020

ASHLAND SECURITIES, LLC

BD
CRD#: 297523
REDWOOD CITY, CA
Past

February 1, 2012 - April 2, 2019

KROLL SECURITIES LLC

BD
CRD#: 36927
EAST PALO ALTO, CA
Past

September 21, 2006 - December 10, 2013

PAGEMILL PARTNERS, LLC

BD
CRD#: 132184
EAST PALO ALTO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(4/1/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AQ TECHNOLOGY PARTNERS LLC
AQ TECHNOLOGY PARTNERS LLC

CRD#: 304996 / SEC#: , 8-70378

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Mailing Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Phone number
+1 (650) 609-3100
Established
California since 03/18/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
AQ HOLDINGS, LLCOWNER
BENNETT, CHRISTIAN ANTHONYPRINCIPAL4862477
JUILIANO, COLLEEN JANEFINOP4818898
MANION, PATRICK CONORMANAGING MEMBER5184871
SACHSE, MATTHEW ALLANPRESIDENT & CCO4845930

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.

Company Information

AQ TECHNOLOGY PARTNERS LLC

CRD#: 304996Redwood City, CA 94065

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