Patrick Burgess has been an investment adviser representative at DaVinci Financial Designs since January 2013, and is not listed among the firm’s executive officers or direct owners. Patrick Burgess holds a BA in English from Marquette University and a Certificate of Financial Planning from the University of South Carolina, Darla Moore School of Business.
Davinci Financial Designs LLC is a Columbia, SC firm with $223M under management, 353 clients and 5 advisers in one office, as of its April 2026 filing.
Patrick Burgess is a Financial Planner at DaVinci Financial Designs. Burgess served as a U.S. Army Officer from 1990 to 1999 and has experience in the financial services industry since 2000.
Patrick Burgess’ longest registration is the current one, 14 years at DaVinci Financial Designs since 2012. Before joining DaVinci Financial Designs in 2013, Patrick Burgess was registered through LPL Financial LLC and First Command Financial Planning, Inc.
- LPL Financial LLC– · under a yearColumbia, SC · Adviser representative · Firm CRD 6413
- Davinci Financial DesignsCurrent– present · 14 yearsColumbia, SC · Adviser representative · Firm CRD 163362
- First Command Financial Planning, Inc.– · 6 yearsColumbia, SC · Adviser representative · Firm CRD 3641
- First Command Bank– · under a yearFort Worth, TX · Adviser representative · Firm CRD 128851
Professional designations
Listed by DaVinci Financial Designs
- CFP®
Investment adviser representative registrations
Patrick Burgess is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2013; the most recent is South Carolina, in April 2013.
- South CarolinaSince 23 April 2013
- TexasResidentSince 25 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 November 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Paul Burgess
- CRD
- 4039255
- Firm
- DaVinci Financial Designs · CRD 163362
- Office
- 5301 N. TRENHOLM ROAD, SUITE A, Columbia, SC 29206
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- davincifinancialdesigns.com
Where does Patrick Burgess work?
Patrick Burgess is an investment adviser representative registered through Davinci Financial Designs LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Burgess a financial advisor?
Yes. Patrick Burgess has a current investment-adviser registration in South Carolina and Texas, through DaVinci Financial Designs since January 2013.
How many years of experience does Patrick Burgess have?
Patrick Burgess has 26 years in the financial industry, since November 1999, across 4 adviser firms.
What exams has Patrick Burgess passed?
Patrick Burgess has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 1999. FINRA credited Patrick Burgess with the SIE, which began in October 2018.
Where did Patrick Burgess work before DaVinci Financial Designs?
Before DaVinci Financial Designs, Patrick Burgess was registered through LPL Financial LLC, August 2012 to October 2012; First Command Financial Planning, Inc., September 2005 to May 2012; First Command Bank, January 2005 to September 2005.
Where is Patrick Burgess based?
Patrick Burgess’ registered office is in Columbia, SC.
Is Patrick Burgess registered with FINRA?
Yes. Patrick Burgess has a current broker registration, under CRD 4039255.
Source: FINRA BrokerCheck
Is Patrick Burgess a CFP?
DaVinci Financial Designs lists Patrick Burgess with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Patrick Burgess biography, davincifinancialdesigns.com
How can I verify Patrick Burgess’ record?
Search CRD 4039255 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patrick Burgess’ full registration record.
