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PATRICK RONALD DAVIS
CRD#: 725504
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Investment Adviser
SEQUENTIS CAPITAL LLCCRD#: 298533 ONE BOSTON PLACE
201 WASHINGTON ST 26TH FLOOR
BOSTON, MA 02108
Registration History
20132014201520162017201820192020202120222023202420252026IASEQUENTIS CAPITAL LLC (CRD# 298533)2023 - Present (2 years)IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2019 - 2023 (3 years)IAM3 ADVISORY GROUP, LLC (CRD# 156208)2013 - 2019 (5 years)
License(s)

State Registrations

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Massachusetts 2/7/2023

Current Registration(s)
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SEQUENTIS CAPITAL LLC (CRD#:298533)
ONE BOSTON PLACE 201 WASHINGTON ST 26TH FLOOR, BOSTON, MA 02108
Registered with this firm since 2/7/2023

Previous Registration(s)
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04/01/2019 - 01/27/2023 INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656) WALTHAM, MA
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10/22/2013 - 04/01/2019 M3 ADVISORY GROUP, LLC (CRD#:156208) NEEDHAM HEIGHTS, MA
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Disclosures
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