Deven Andrew Patel

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 02/2023
  Bleakley Financial Group
  Atlanta, GA
• 10/2021 → 07/2022
  Johnny'S Pizza
  Athens, GA
• 07/2020 → 07/2022
  Hits Tap Room
  Braselton, GA
• 05/2019 → 08/2021
  Southern Steel Specialist
  Gainesville, GA
• 05/2015 → 05/2021
  Marco's Pizza
  Flowery Branch, GA
• 08/2019 → 08/2022
  University Of Georgia
  Athens, GA
• 08/2017 → 08/2019
  Georgia Southern University
  Statesboro, GA
• 08/2013 → 05/2017
  Buford High School
  Buford, GA
• 02/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Gainesville, GA
• 11/2023 → Present
  Gainesville High School Lacrosse
  Gainesville, FL
• 02/2023 → Present
  Windsor Wealth Planners & Strategists
  Gainesville, GA

Previous Registrations

• 2022-10-20 → 2023-06-29
  Onepoint Bfg Wealth Partners
  Parsippany, NJ
  Atlanta, GA

Other Businesses

(1)Name of Business: Gainesville High School Lacrosse Address: 830 Century Place, Gainesville, GA, 30501, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 11/30/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a community coach for Gainesville Lacrosse. My role is Defensive Coordinator. \n\nI am responsible for planning, executing, and coaching all things defense. This includes running practices, watching film, and coaching games and other misc activities. (2)Name of Business: Hall County Lacrosse Address: 830 Century Place, Gainesville, GA, 30501, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am trying to start a club and youth lacrosse program that will serve as a feeder program for Gainesville High School. I will be running practices, organizing games, and coaching kids. (3)Name of Business: Windsor Wealth Planners & Strategists Address: 620 Spring St SE, Gainesville, GA, 30501-3742, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-07