Patrick Finley

Current Employers

Employment History

• 08/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 11/2013 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*80659 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FIT PRINCESS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAINT AUGUSTINE, FLORIDA 32092 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/26/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WORKING AS AN INDEPENDENT CONSULTANT SELLING FITNESS PRODUCTS FROM HOME I*126597 For profit or not for profit: For-Profit Organization Name of outside business organization: Shipt Investment related: N Address of business: Nature of business: LLC, Compensation for Activity: Y Position, title, association: Part-Time, Start date of relationship: 9/21/2019 Number of hours devoted: 60 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Grocery Delivery I*: 2086276 Entity Type: Entity For Profit,Entity Publicly Traded Name of OBA: Ebay Address: Saint Augustine, FL 32092 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 11/18/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: I resale personal items on the online marketplace eBay.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-21
• S63 Uniform Securities Agent State Law Examination
  2011-04-29