Patrick Gerard Lanza

Current Employers

Employment History

• 01/2020 → Present
  Lambert Lanza Cpas Pa
  Pensacola, FL
• 11/2014 → Present
  Patrick G Lanza
  Pensacola, FL
• 02/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2006 → 01/2020
  Lambert Lanza Cpas Pa
  Pensacola, FL

Previous Registrations

• 2014-01-24 → 2016-02-26
  Avantax Advisory Services
  Pensacola, FL

Other Businesses

1.Lanza Financial Services, LLC, 3700 Creighton Rd., ste 1, Pensacola, FL, 32504, Owner since 2/16/16, investment related, 40 hours per week during trading hours. 2.Lambert Lanza CPAs, 3700 Creighton Rd., Ste 1, Pensacola, FL 32504, CPA- 10/1/06, non-investment related, 100/YR, 0/trading. 3.Independent insurance agent, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, 12/2016 for various independent insurance companies. INV REL - 5/MO - 1/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5. MISSION ASCEND, INC, 200 SWIFT CREEK DRIVE, CANTONMENT, FL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/01/20, NIR- 4/YR- 0/TRADING 6) LANZA FINANCIAL SERVICES, LLC , 3700 CREIGHTON RD, STE 1, PENSACOLA FL, COMMERCIAL PROPERTY RENTAL, 01/01/20, MANAGING MEMBER, 12/YR- 0/TRADING 7) CREIGHTON CENTER OWNERS' ASSOCIATION, INC, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/24/16, NIR, TREASURER, 1/MO- 0/TRADING 8) LAMBERT LANZA CPAS, PA, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, CPA ENROLLED AGENT/TAX PREP/ACCOUNTING/OFFICER TREASURER, 11/17/20, 6/YR- 0/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-30
• S63 Uniform Securities Agent State Law Examination
  2011-10-07

Other Names

• Patrick Lanza