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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-08 |
| FL | RA | APPROVED | 2019-04-03 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States
Oxford, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-23 |
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