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DD

Devlin H. Dwyer

PATRICK CAPITAL MARKETS
Atlanta, GA
Some features on this profile are disabled
CRD#: 6634140
DD

Professional summary

Devlin H Dwyer Esq. is a registered financial professional currently at PATRICK CAPITAL MARKETS, LLC located in Atlanta, Georgia.

Devlin is registered as a RR (Registered Representative) and started their career in finance in 2016. Devlin has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 22, Series 82 and Series 24 exams.

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 Devlin H Dwyer Esq.'s CRS (Customer Relationship Summary).
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

November 22, 2016 - Present

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
Atlanta, GA
Past

May 14, 2018 - December 31, 2018

CORVI CAPITAL ADVISORS, LLC

RIA
CRD#: 293272
ATLANTA, GA
Past

June 23, 2016 - November 21, 2016

FORIS CAPITAL US LLC

BD
CRD#: 282331
Atlanta, GA

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
Georgia
(11/22/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/27/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/13/2022
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 22
Date: 5/19/2016
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 82
Date: 4/28/2016
Limited Representative-Private Securities Offerings
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PATRICK CAPITAL MARKETS, LLC
PATRICK CAPITAL MARKETS | PATRICK FINANCIAL CORPORATION | PATRICK CAPITAL MARKETS, LLC

CRD#: 16518 / SEC#: , 8-34099

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
11152 South Towne Square, St Louis, MO 63123
Mailing Address
11152 South Towne Square, St. Louis, MO 63123
Phone number
(314) 528-3000
Established
Missouri since 06/16/2008
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SAXONY FINANCIAL HOLDINGS, LLC.SOLE OWNER/ MEMBER
KLUMP, RYAN CHRISTOPHERCHIEF EXECUTIVE OFFICER4762698
MATARAZZI, NATHAN DOMENICOFINOP, POO, AND PFO4827090
MITCHELL, JARAD BYRAMPRESIDENT4811305
WEBSTER, TERRANCE MICHAELCHIEF COMPLIANCE OFFICER6826889

Disclosures

Regulatory Event1

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

PATRICK CAPITAL MARKETS, LLC

CRD#: 16518Atlanta, GA

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