Patrick Eugene Shea

Current Employers

Employment History

• 11/2007 → 07/2021
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Palm Beach Gardens, FL
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Palm Beach Gardens, FL
• 07/2021 → Present
  Patrick Shea Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2007-12-19 → 2021-08-04
  Ameriprise Financial Services, Llc
  Boca Raton, FL
  Palm Beach Gardens, FL
  Aventura, FL
  Palm Beach Gardens, FL

Other Businesses

(1) Name of Business: Uno Vino, Inc. Address: 13334 Polo Club RD.. suite 245, Wellington, FL, 33414, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/07/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping out with marketing and conducting wine tastings. With my wine knowledge I will be teaching (2) Name of Business: Helius Wealth Management Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410-2888, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 08/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor (2)Name of Business: Patrick E. Shea LLC Address: 3300 PGA Blvd., Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Independent Financial Advisor with Helius Wealth Management through Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2007-12-14