Patrick M. Farren
OPENARC CORPORATE ADVISORY | Financial Advisor
ATLANTA, GA 30326
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CRD#: 7266024
Professional summary
Patrick Mccormack Farren is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
I*404933, Entity Type: Entity For Profit, Name of OBA: Vector Marketing, Address: Avenel, New Jersey 07001, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/31/2019, No Hours: 20, No Hours during trading: 0, Duties: Vector Marketing is a major sales arm of Cutco Cutlery. I am a sales representative for them. My job is to build a relationship with a client and understand what they need in their kitchen and then executing the order.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Mccormack Farren'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
September 24, 2025 - Present
OPENARC CORPORATE ADVISORY, LLC
Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326RIA
CRD#: 336837
ATLANTA, GA
Past
June 6, 2022 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
December 10, 2021 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - (7/8/2025 Approved)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
Georgia(9/25/2025)
IAR
Texas(9/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - (7/8/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 492 |
| AUM (Assets Under Management) | $ 443,705,451 |
Red Flags
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Company Information
OPENARC CORPORATE ADVISORY, LLC
Financial AdvisorCRD#: 336837Atlanta, GA 30326TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
