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PH

Patrick J. Haddan

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CRD#: 6572218
PH

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 James Haddan was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 2017. Patrick had worked at 3 firms and has passed the Series 79TO, SIE, Series 79 and Series 24 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 10, 2024 - October 27, 2025

ITINERANT-GPS US, LLC

BD
CRD#: 328918
NEWPORT BEACH, CA
Past

November 30, 2017 - October 5, 2018

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
Costa Mesa, CA
Past

June 12, 2017 - November 30, 2017

B. RILEY & CO., LLC

BD
CRD#: 40355
Costa Mesa, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 3/28/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IU
ITINERANT-GPS US, LLC
ITINERANT-GPS US, LLC

CRD#: 328918 / SEC#: , 8-71190

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Mailing Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Phone number
(949) 422-7528
Established
Delaware since 09/15/2023
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARGONAUT LLCDIRECT OWNER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BARLOW, BRADLEYCEO, CCO, REGISTERED PRINCIPAL7837380

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


ITINERANT-GPS US, LLC

CRD#: 328918

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