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Patrick Egan Gauthier

Cps Investment Advisors

Lakeland, FL

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Current Employers
Cps Investment Advisors

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-04
  • FL RA
    APPROVED
    Since 2019-11-04

Branch Locations

205 East Orange Street #310, Lakeland, FL 33801-4611 • 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
Usaa Financial Advisors, Inc Tampa FL 07/2011 08/2019
Usaa Financial Planning Services Tampa FL 07/2011 08/2019
Usaa Investment Management Company San Antonio TX 01/2018 08/2019
Cps Investment Advisors Lakeland FL 08/2019 01/2023
Cps Investment Advisors Lakeland FL 01/2023 Present
  • 07/2011 → 08/2019
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 07/2011 → 08/2019
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 08/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 08/2019 → 01/2023
    Cps Investment Advisors
    Lakeland, FL
  • 01/2023 → Present
    Cps Investment Advisors
    Lakeland, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-20
  • S66 Uniform Combined State Law Examination
    2011-09-20
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.
WISDOM PLANNING GROUP
HPS SOLUTIONS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT
SOURI S. VONGVIRAT
Roland Jason Martinez
Katrina Anne Hirdes
Nicholas Brinkman
ANGEL FERNANDO LOPEZ

Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

More in Lakeland, FL

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