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Patrick James Battersby
CRD#: 7535091
IA
Investment Adviser
B
Broker
ATLANTIC PLANNING GROUP, LLCCRD#: 133178 201 JONES ROAD
SUITE 620
WALTHAM, MA 02451
NYLIFE SECURITIES LLCCRD#: 5167 201 JONES ROAD
5TH FLOOR
WALTHAM, MA 02451
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2023 - Present (1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2022 - Present (2 years)
License(s)

State Registrations

B
Arizona 9/21/2023

B
Massachusetts 9/9/2022

B
Colorado 6/9/2023

IA
Massachusetts 1/20/2023

B
Florida 4/20/2023

B
New Hampshire 4/20/2023

B
Georgia 1/29/2024

B
New Jersey 12/5/2023

B
Maine 5/11/2023

B
North Carolina 10/5/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ATLANTIC PLANNING GROUP, LLC (CRD#:133178)
201 JONES ROAD SUITE 620, WALTHAM, MA 02451
Registered with this firm since 8/11/2023

IA
EAGLE STRATEGIES LLC (CRD#:110826)
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Registered with this firm since 1/20/2023

B
NYLIFE SECURITIES LLC (CRD#:5167)
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Registered with this firm since 7/19/2022

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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.