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Patrick James O'GRady

Rinaldi Wealth Management, Inc.

Bonita Springs, FL

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Current Employers
Rinaldi Wealth Management, Inc.

24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
  • FL RA
    APPROVED
    Since 2025-12-05

Branch Locations

24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • 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
Rinaldi Wealth Management, Inc Bonita Springs FL 11/2025 Present
Rinaldi Wealth Management, Inc Bonita Springs FL 03/2025 Present
Escape The Cape Cape Coral FL 12/2017 02/2025
Cape Coral High School Cape Coral FL 08/2013 05/2017
Unemployed Cape Coral FL 05/2017 12/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

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PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
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