Patrick W. Mccall
Professional summary
Patrick Whiting Mccall, who also goes by Patrick Whiting Mccall, Patrick Alexander Whiting, Patrick Mccall Whiting, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2015. Patrick has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Whiting Mccall's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2025 - Present
WEALTHFORGE SECURITIES, LLC
Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230September 30, 2022 - April 10, 2025
PREFERRED CAPITAL SECURITIES, LLC
May 27, 2021 - July 27, 2021
EMPOWER FINANCIAL SERVICES, INC.
July 5, 2017 - March 16, 2021
JOHN HANCOCK DISTRIBUTORS LLC
February 13, 2017 - April 18, 2017
TRANSAMERICA RETIREMENT ADVISORS, LLC
February 8, 2017 - April 18, 2017
TRANSAMERICA INVESTORS SECURITIES, LLC
June 18, 2015 - August 4, 2016
VALIC FINANCIAL ADVISORS, INC.
February 17, 2015 - August 4, 2016
VALIC FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
FINRA
Current Firm
WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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Company Information
WEALTHFORGE SECURITIES, LLC
CRD#: 152550Richmond, VA 23230TRUST BUT VERIFY
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