• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Patrick Thomas Harris
Patrick Harris
CRD#: 6699001
IA
Investment Adviser
IRA GROUP, INC.CRD#: 126246 1230 PEACHTREE STREET NE
SUITE 3800
ATLANTA, GA 30309
Registration History
20162017201820192020202120222023202420252026IAIRA GROUP, INC. (CRD# 126246)2024 - Present (<1 year)IACREATIVE PLANNING (CRD# 105348)2022 - 2024 (1 year)IAKESTRA ADVISORY SERVICES, LLC (CRD# 283330)2020 - 2022 (1 year)IAIRA GROUP, INC. (CRD# 126246)2016 - 2019 (2 years)
License(s)

State Registrations

IA
Georgia 5/2/2024

Current Registration(s)
IA
IRA GROUP, INC. (CRD#:126246)
1230 PEACHTREE STREET NE SUITE 3800, ATLANTA, GA 30309
Registered with this firm since 5/2/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/20/2022 - 03/22/2024 CREATIVE PLANNING (CRD#:105348) Atlanta, GA
IA
08/31/2020 - 06/23/2022 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) Charlotte, NC
IA
11/28/2016 - 06/13/2019 IRA GROUP, INC. (CRD#:126246) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.