Andrew Christopher Patrick

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 12/2025
  Citizens First Bank
  The Villages, FL
• 03/2007 → Present
  Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.)
  The Villages, FL

Previous Registrations

• 2003-07-10 → 2007-02-08
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-02-18 → 2003-07-31
  Amsouth Investment Services, Inc.
  Summerfield, FL
  Homosassa, FL
  Ocala, FL
  Ocala, FL
  Homosassa, FL
  Leesburg, FL
  The Villages, FL
  Ocala, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-11
• S63 Uniform Securities Agent State Law Examination
  1997-11-04