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Andrew Christopher Patrick

Osaic Institutions, Inc.

Wildwood, FL

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2007-05-01
  • FL RA
    APPROVED
    Since 2007-05-01

Branch Locations

4076 E. Sr 44 Suite 54, Wildwood, FL 34785 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens First Bank The Villages FL 03/2007 12/2025
Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.) The Villages FL 03/2007 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-11
S63 Uniform Securities Agent State Law Examination 1997-11-04
  • S65 Uniform Investment Adviser Law Examination
    1997-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-04

View on SEC IAPD

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Other Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · Wildwood, FL
WELLS FARGO CLEARING SERVICES, LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL
DESTINY WEALTH PARTNERS, LLC · THE VILLAGES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · THE VILLAGES, FL
J.P. MORGAN SECURITIES LLC · The Villages, FL
EDWARD JONES · WILDWOOD, FL
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