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Patrick Z. Mulshine

BHA SELECT NETWORK
BOSTON, MA 02111
Some features on this profile are disabled
CRD#: 7221060
PM

Professional summary

Patrick Zinn Mulshine is a registered financial professional currently at BHA SELECT NETWORK, LLC located in Boston, Massachusetts.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2020. Patrick has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 Zinn Mulshine'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 3, 2022 - Present

BHA SELECT NETWORK, LLC

Office #1: 1 Lincoln Street 29th Floor, Boston, MA 02111
BD
CRD#: 168883
BOSTON, MA
Past

December 8, 2020 - February 4, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HARTFORD, CT
Past

November 2, 2020 - February 4, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HARTFORD, CT

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
Massachusetts
(3/15/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BHA SELECT NETWORK, LLC
BHA SELECT NETWORK, LLC | BRIGHTON HOUSE ASSOCIATES

CRD#: 168883 / SEC#: , 8-69341

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

Main Address
1 Lincoln Street 29th Floor, Boston, MA 02111
Mailing Address
1 Lincoln Street 24th Floor, Boston, MA 02111
Phone number
(508) 786-0480
Established
Massachusetts since 08/14/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BRIGHTON HOUSE ASSOCIATES, LLCMEMBER
GEORGE, KENNETH RONALDFINOP2643369
MCDERMOTT, DANIEL CONORMANAGER, CCO, EXECUTIVE REP., AML SUPERVISOR4521850

Disclosures

Regulatory Event2

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

BHA SELECT NETWORK, LLC

CRD#: 168883Boston, MA 02111

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