Individual Firm
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Patrick Jackson
Patrick A Jackson, Patrick Alan Jackson
CRD#: 6896519
IA
B
NAVY FEDERAL INVESTMENT SERVICES, LLCCRD#: 138459 Burleson, TX
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5/1/2020
Financial
Final
1/22/2020
Financial
Final
2/1/2019
Financial
Final
State Registrations
B
Arizona 7/30/2024
IA
New Mexico 7/22/2024
IA
Arizona 7/30/2024
B
North Dakota 7/21/2024
B
Colorado 7/22/2024
IA
North Dakota 7/21/2024
IA
Colorado 7/22/2024
B
Oklahoma 7/22/2024
B
Idaho 7/22/2024
IA
Oklahoma 7/22/2024
IA
Idaho 7/22/2024
B
South Dakota 7/22/2024
B
Kansas 7/22/2024
IA
South Dakota 7/22/2024
IA
Kansas 7/22/2024
B
Texas 2/27/2024
B
Montana 7/23/2024
IA
Texas 2/27/2024
IA
Montana 7/23/2024
B
Utah 7/22/2024
B
Nebraska 7/19/2024
IA
Utah 7/22/2024
IA
Nebraska 7/19/2024
B
Wyoming 7/22/2024
B
New Mexico 7/22/2024
IA
Wyoming 7/22/2024
SRO Registrations
B
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IA
Registered with this firm since 2/27/2024
B
Registered with this firm since 2/27/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/26/2024 - 02/08/2024 | FORT WORTH, TX | |
B | 01/26/2024 - 02/08/2024 | FORT WORTH, TX | |
B | 05/11/2023 - 08/16/2023 | DALLAS, TX | |
IA | 09/14/2022 - 04/17/2023 | North Richland Hills, TX | |
B | 07/12/2022 - 04/17/2023 | North Richland Hills, TX | |
B | 04/21/2022 - 07/07/2022 | Irving,, TX | |
B | 08/12/2021 - 10/01/2021 | Southlake, TX | |
B | 03/16/2021 - 08/03/2021 | Plano, TX | |
B | 11/02/2020 - 12/02/2020 | AUSTIN, TX | |
B | 07/05/2019 - 09/24/2020 | Plano, TX |
North Richland Hills, TX
09/14/2022 - 04/17/2023
North Richland Hills, TX
07/12/2022 - 04/17/2023
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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