Sourcing
Firms
People
Sources
PATRICK ANDREW CHISM
C
16
IAR CRD 2875421
·
Industry start 2003-02-02
Identity
Legal name
PATRICK ANDREW CHISM
brokercheck
CRD
2875421
NPN
—
Career
Previous employments
INVESTORLINK CAPITAL MARKETS, LLC
2021-06-10
TMF INVESTMENTS
2020-08-17
▸ Show all (+8)
brokercheck
Current branches
M2O PRIVATE FUND ADVISORS LLC
RYAN TAX CAPITAL, LLC
▸ Show all (+2)
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
2003-02-02
brokercheck
Est. age
45
brokercheck
Age confidence
high
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Est. birth year
1981
brokercheck
BC active
Yes
brokercheck
IA active
No
brokercheck
Disclosures
No
brokercheck
Private residence
No
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Firm affiliations
3
CONSERVEST CAPITAL ADVISORS INC
Executive Officer · 2.5% ownership
CRD 111353
DAKOTA INVESTMENTS, LLC
Executive Officer · 2.5% ownership
CRD 290284
CONCOURSE CAPITAL ADVISORS, LLC
Executive Officer · 2.5% ownership
CRD 336424