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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1999-03-31 |
Branch Locations
50 Lake Ave, Worcester, MA 01604 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
75 Garden St., Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard J Patient Cpa | Worester | MA | 01/1991 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/1997 | Present |
1. PATIENT, LYNCH & ASSOCIATES, PC. CPA FIRM. PRESIDENT, 100% TIME, OPERATE AND MANAGE CPA FIRM WITH 3 EMPLOYEES. WEEKLY PAYCHECK. SIGNATORY AUTHORITY. 2. Green Horizon Financial, since 2/1/2024, DBA, Non-investment related, 21-40% time spent on activity during securities hrs. 3. Five Point Five Realty Trust, since 1/1/2024, Rental Property, Trustee, investment related, 1-10% time spent on activity during non-securities hrs. 4. McAvey Realty LLC, since 1/1/2024, Rental Property, Owner, Manager, investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-01 |
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