Casey Thomas Patrick

Current Employers

Employment History

• 07/2004 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 09/2005 → Present
  Independent Insurance Sales
  Atlanta, GA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Atlanta, GA
• 01/2013 → Present
  Patrick Financial Group
  Atlanta, GA
• 09/2007 → 01/2020
  Cps Integrated Marketing
  Atlanta, GA

Other Businesses

(1)Name of Business: finoBlue Planning Group Address: 3350 Riverwood Pkwy, Suite 1500, Atlanta, GA, 30339, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/04/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Company for RJFS practice (2)Name of Business: Vinings Cumberland Rotary Foundation Investment Committee Address: 100 Galleria Pkwy #1700,, Atlanta, GA, 30339, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of this committee along with other financial advisors, CPA's, bankers and treasurers, my role is to provide guidance to the current board of the Vinings Cumberland as to how the investments should be allocated.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-23
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Casey Patrick