Patrick Scanlan has been an investment adviser representative at Alongside since June 2025, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
Patrick Scanlan’s longest registration was 4 years at Thrivent Advisor Network, LLC (2021–2025). Before joining Alongside in 2025, Patrick Scanlan was registered through Thrivent Advisor Network, LLC and Wells Fargo Clearing Services, LLC.
- Thrivent Advisor Network, LLC– · 4 yearsMill Creek, WA · Adviser representative · Firm CRD 304569
- Wells Fargo Clearing Services, LLC– · 2 yearsEdmonds, WA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Patrick Scanlan is registered as an investment adviser representative in Washington, since June 2025.
- WashingtonSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 16 March 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 June 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 2018 |
- Name
- General Securities Representative Examination
- 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
- CRD
- 6924982
- Firm
- Alongside · CRD 333587
- Office
- 15117 Main St, Ste 207A, Mill Creek, WA 98012-9035
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Scanlan work?
Patrick Scanlan is an investment adviser representative registered through Alongside, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Scanlan a financial advisor?
Yes. Patrick Scanlan has a current investment-adviser registration in Washington, through Alongside since June 2025.
How many years of experience does Patrick Scanlan have?
Patrick Scanlan has 8 years in the financial industry, since May 2018, across 3 adviser firms.
What exams has Patrick Scanlan passed?
Patrick Scanlan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in May 2018. FINRA credited Patrick Scanlan with the SIE, which began in October 2018.
Where did Patrick Scanlan work before Alongside?
Before Alongside, Patrick Scanlan was registered through Wells Fargo Clearing Services, LLC, August 2018 to June 2021.
Where is Patrick Scanlan based?
Patrick Scanlan’s registered office is in Mill Creek, WA.
Is Patrick Scanlan registered with FINRA?
No. Patrick Scanlan has no current broker registration.
How can I verify Patrick Scanlan’s record?
Search CRD 6924982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Scanlan’s full registration record.