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Patricia Mostafa

Mcinerney Investment Advisors

Orlando, FL

CRD 7510486

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Employer firm

Mcinerney Investment Advisors CRD 146524

494 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mcinerney Investment Advisors

200 E. Robinson Street Suite 780, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-10
  • FL RA
    APPROVED
    Since 2022-03-10

Branch Locations

200 E. Robinson Street Suite 780, Orlando, FL 32801 • 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
Mcinerney Investment Advisors Services Inc. Orlando FL 03/2022 Present
Mostafa Advisors, Inc Orlando FL 01/2021 Present
Unemployed Orlando FL 10/2020 12/2020
Ttec Orlando FL 08/2020 10/2020
Unemployed Orlando FL 06/2020 08/2020
Wilson Title Services Orlando FL 09/2019 05/2020
Accounting Principals Orlando FL 03/2019 09/2019
Unemployed Orlando FL 05/2018 03/2019
Community Coordinated Care For Children Orlando FL 07/2015 05/2018
  • 03/2022 → Present
    Mcinerney Investment Advisors Services Inc.
    Orlando, FL
  • 01/2021 → Present
    Mostafa Advisors, Inc
    Orlando, FL
  • 10/2020 → 12/2020
    Unemployed
    Orlando, FL
  • 08/2020 → 10/2020
    Ttec
    Orlando, FL
  • 06/2020 → 08/2020
    Unemployed
    Orlando, FL
  • 09/2019 → 05/2020
    Wilson Title Services
    Orlando, FL
  • 03/2019 → 09/2019
    Accounting Principals
    Orlando, FL
  • 05/2018 → 03/2019
    Unemployed
    Orlando, FL
  • 07/2015 → 05/2018
    Community Coordinated Care For Children
    Orlando, FL
Other Businesses

MOSTAFA ADVISORS, INC; INVESTMENT RELATED; PRESIDENT; INSURANCE SALES; START DATE 01/2021; ORLANDO, FL; APPROXIMATELY 50% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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