TP
Todd A. Patrick
GRANT THORNTON FINANCIAL ADVISORS LLC
Dallas, TX 75201
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CRD#: 6293487
TP
Professional summary
Todd Allen Patrick is a registered financial advisor currently at GRANT THORNTON FINANCIAL ADVISORS LLC located in Dallas, Texas.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Todd has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Grant Thornton LLP; Not investment related; 171 N. Clark St. #200, Chicago, IL 60601; Audit, tax and advisory services firm; Principal, 06/04/2007, approximately 120 hours per month of other business, approximately 90 hours per month of other business during securities trading hours; other business duties include valuation of business and business interests including equity interests, liabilities and debt, options and derivatives, intellectual property, and other tangible and intangible assets for a variety of purposes including financial consulting, board advisory, litigation support, and financial reporting.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Allen Patrick'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®
NoneExperience
Current
July 11, 2014 - Present
GRANT THORNTON FINANCIAL ADVISORS LLC
Office #1: 1717 Main Street, Suite 1500, Dallas, TX 75201RIA
CRD#: 168751
Dallas, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(11/14/2023)
IAR
New York(6/22/2021)
IAR
North Carolina(7/11/2014)
IAR
Texas(7/24/2014)
Exams
Current Firm
GT
GRANT THORNTON FINANCIAL ADVISORS LLC
GRANT THORNTON FINANCIAL ADVISORS LLC
CRD#: 168751 / SEC#:
California
Registered Investment Advisory firm - (11/29/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (11/14/2023 Approved)New Jersey
Registered Investment Advisory firm - (10/26/2023 Terminated)New York
Registered Investment Advisory firm - (6/19/2014 Approved)North Carolina
Registered Investment Advisory firm - (12/24/2013 Approved)Pennsylvania
Registered Investment Advisory firm - (10/3/2023 Terminated)Texas
Registered Investment Advisory firm - (7/23/2014 Approved)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 N. Akard Suite 1200, Dallas, TX 75201
Mailing Address
Phone number
(214) 561-2300
Established
Firm type
Fiscal year end
# of Employees
12
Red Flags
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Company Information
GRANT THORNTON FINANCIAL ADVISORS LLC
CRD#: 168751Dallas, TX 75201TRUST BUT VERIFY
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