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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-08
FL RA APPROVED 2019-04-03
  • TX RA
    APPROVED
    Since 2019-04-08
  • FL RA
    APPROVED
    Since 2019-04-03

Branch Locations

Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States

Oxford, FL • 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
Wachovia Bank, N.A. Orlando FL 03/2002 04/2019
Wells Fargo Advisors Llc The Villages FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc The Villages FL 11/2016 04/2019
Raymond James & Associates The Villages FL 04/2019 Present
  • 03/2002 → 04/2019
    Wachovia Bank, N.A.
    Orlando, FL
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    The Villages, FL
  • 11/2016 → 04/2019
    The Villages, FL
  • 04/2019 → Present
    Raymond James & Associates
    The Villages, FL
Previous Registrations
Other Businesses

(1) Name of Business: 11549 CR 223 Oxford FL 34484 - Rental Property Address: 11549 CR 223, Oxford, FL, 34484, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own this rental property. We collect rent from his brother who lives there. We also mow the yard and from time to time do maintenance or repairs. Land Lord Responsibilities (2) Name of Business: A Man of All Trades LLC Address: 11587 CR 223, Oxford, FL, 34484, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: secretarial duties for my husband Jack Patrick cabinet installation business but no pay is received. He is 100% owner. (3) Name of Business: Andrea Patrick Sole Proprietor Address: 11587 CR 223, Oxford, FL, 34484, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/18/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raise beef cattle to sell to cattle market. Both buy and sell from cattle market. Handle cattle in evenings, weekends. Handle secretary and cattle management duties. (4) Name of Business: NatureVerse Properties LLC Address: 12340 E Birchbark Ct, Inverness, FL, 34450, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/04/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The purpose of this member managed limited liability company is to acquire, hold, manage, lease, and otherwise invest in real estate properties for long-term appreciation and future income generation. The LLC is just being created today to prepare for a purchase of a lot of land (should close on land before end of November) which will not have income until future when it is developed. At that time, we will update it to show paid for the owners but for now there is no income it will generate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
S63 Uniform Securities Agent State Law Examination 2008-10-23
  • S66 Uniform Combined State Law Examination
    2015-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-10-23
Other Names
  • Andrea Patrick

View on SEC IAPD

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