Katherine Patrick (CRD# 7308908) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Holly, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Mount Holly, NC | Mar 2024 - Current | < 1 |
State Farm Vp Management Corp | Mount Holly, NC | Dec 2022 - Current | 1 |
Katherine Patrick Insurance Agency | Mount Holly, NC | Feb 2022 - Current | 2 |
State Farm Vp Management Corp | North Canton, OH | Nov 2020 - Jan 2022 | 1 |
Alex Wakefield Insurance Agency | North Canton, OH | Jun 2019 - Sep 2021 | 2 |
Fairfield Medical Associated | Winnsboro, SC | Dec 2018 - Jun 2020 | 1 |
My Eye Dr | Tallahassee, FL | Aug 2018 - Dec 2018 | < 1 |
Student At Fsu | Tallahassee, FL | Aug 2016 - Aug 2018 | 2 |
City Of Bartow | Bartow, FL | May 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2022 |
- GA
- NC
- SC
- VA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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