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PJ

Patrick John Negado

Investment Adviser Representative at FIRST HEARTLAND CONSULTANTS, INC.

Midway, UTCRD #2938186Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
16 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 16 states
ArizonaCaliforniaColoradoFloridaHawaiiIdahoIowaMaineMarylandNevadaNew HampshireOregonSouth CarolinaTexasUtahWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/3/2009
Series 65
Uniform Investment Adviser Law Examination
Passed 5/9/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/6/2009
Series 7
General Securities Representative Examination
Passed 2/22/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Source

First Heartland Consultants, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST HEARTLAND CONSULTANTS, INC.Current
12/17/2025Midway, UT
FIRST HEARTLAND CAPITAL, INC.Current
12/10/2025Midway, UT
TRILOGY CAPITAL STRATEGIES, INC.
9/16/20031/12/2007San Ramon, CA
MML INVESTORS SERVICES, INC.
1/10/20038/18/2003Walnut Creek, CA
1717 CAPITAL MANAGEMENT COMPANY
6/27/20011/9/2003San Francisco, CA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick John Negado has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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