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Patricia R Vitale

United Capital Financial Advisors

Bethpage, NY

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-30
  • NY RA
    APPROVED
    Since 2021-03-30

Branch Locations

24 Union Avenue, Bethpage, NY 11714 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Financial Systems Inc. Bethpage NY 12/1998 05/2019
Total Financial Advisors Llc Bethpage NY 05/2007 05/2019
United Capital Financial Advisors, Llc Irving TX 05/2019 Present
  • 12/1998 → 05/2019
    Total Financial Systems Inc.
    Bethpage, NY
  • 05/2007 → 05/2019
    Total Financial Advisors Llc
    Bethpage, NY
  • 05/2019 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2013-07-22 → 2019-05-16
    Total Financial Advisors, Llc
    Bethpage, NY
Other Businesses

1) NOTARY REPUBLIC FOR CLIENT RELATED DOCUMENTS ONLY LESS THAN ONE HOUR PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-07
S63 Uniform Securities Agent State Law Examination 2000-11-04
  • S65 Uniform Investment Adviser Law Examination
    2013-06-07
  • S63 Uniform Securities Agent State Law Examination
    2000-11-04
Other Names
  • Patricia R Meili
  • Patricia Rosaleen Meili
  • Pat Vitale
  • Patricia Rosaleen Vitale

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
THE PINNACLE FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
ALLSTATE FINANCIAL ADVISORS, LLC
CWM, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LPL ENTERPRISE, LLC

Other Investors

ZAINUR RAHMAN
JAMES JOSEPH PIANGOZZA
JOSEPH PIANGOZZA
Patrick J. O'Callaghan
JASON SAMUEL NUNNALLY
Evan R. Meyers
DAWN MARIE BRESSINGHAM
JOSEPH PURPURA

Other Offices

J.P. MORGAN SECURITIES LLC · LEVITTOWN, NY
THE PINNACLE FINANCIAL GROUP · N MASSAPEQUA, NY
CETERA INVESTMENT ADVISERS LLC · LEVITTOWN, NY
PLANMEMBER SECURITIES CORPORATION · Levittown, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Bethpage, NY
CWM, LLC · Bethpage, NY
J.P. MORGAN SECURITIES LLC · BETHPAGE, NY
BROOKSTONE WEALTH ADVISORS, LLC · FARMINGDALE, NY

More in Bethpage, NY

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