Patrick Weinert

THE MONEY MISSION LIMITED LIABILITY COMPANY

WASHINGTON, DC

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CRD#: 7316969

Professional summary

Patrick Weinert is a registered financial advisor currently at THE MONEY MISSION LIMITED LIABILITY COMPANY located in Washington, District Of Columbia.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Weinert'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

December 23, 2020 - Present

THE MONEY MISSION LIMITED LIABILITY COMPANY

RIA

CRD#: 310126

WASHINGTON, DC

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

District of Columbia
(12/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/19/2020

Uniform Investment Adviser Law Examination

Current Firm

THE MONEY MISSION LIMITED LIABILITY COMPANY

PATRICK WEINERT | THE MONEY MISSION LIMITED LIABILITY COMPANY

CRD#: 310126 / SEC#:

District of Columbia

Registered Investment Advisory firm - (12/23/2020 Approved)

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Contact information

Main Address

Washington, DC

Mailing Address

Phone number

(717) 473-7495

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Patrick Weinert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Weinert's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MONEY MISSION LIMITED LIABILITY COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2020

Current Firm

THE MONEY MISSION LIMITED LIABILITY COMPANY

Contact information

Documents

Red Flags

Company Information

THE MONEY MISSION LIMITED LIABILITY COMPANY

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