Randall Lee Patrick

Current Employers

Employment History

• 07/2015 → 02/2023
  Marshall, Warzecha And Patrick Cpa Pllc
  Mckinney, TX
• 02/2023 → 09/2025
  Avantax Advisory Services
  Mckinney, TX
• 05/2022 → Present
  Insights In Business Llc
  Denton, TX
• 07/2015 → 01/2024
  Marshall Warzecha And Patrick Cpa Pllc
  Mckinney, TX
• 01/2024 → Present
  Fga Enterprises, Llc
  Lewisville, TX
• 01/2024 → Present
  Fga Enterprises, Llc
  Lewisville, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-17 → 2025-09-05
  Avantax Advisory Services
  Mckinney, TX

Other Businesses

1) DILIGENT TAX & BOOKKEEPING, LLC POSITION: Member NATURE: There is no activity. This business is inactive. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2013 ADDRESS: 2750 Virginia Pkwy, Suite 101, McKinney TX 75071, United States DESCRIPTION: none, this is an old LLC that I am keeping on the shelf. 2) INSIGHTS IN BUSINESS LLC POSITION: Managing Member NATURE: This is a small bookkeeping, accounting, and consulting business. There is very little activity at this point. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2022 ADDRESS: 2521 Pioneer Drive, Denton TX 76210, United States DESCRIPTION: Business Coaching, Tax Planning, Accounting Consulting - this is the extent of the duties. 3) REDBUD OWNERS ASSOCIATION INC. POSITION: Check Writer NATURE: This activity is a real estate association for the management of common commercial property in McKinney, TX. I have no involvement other than to provide accounting services and sign checks as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2750 Virginia Pkwy, Suite 101, McKinney TX 75071, United States DESCRIPTION: The firm Marshall Warzecha Patrick CPA PLLC provides monthly accounting and bookkeeping services for this entity. To facilitate that Randall Patrick, CPA has check signing authority so that checks can he paid to vendors once approved by the board. 4) FGA ENTERPRISES, LLC POSITION: Controller NATURE: FGA Enterprises LLC is the corporate office for a family owned group of auto shops. These shops provide repair services in several location in the north DFW metroplex. They have been a client for 13 years and are now expanding and need an in house CFO/Controller. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1975 ARCHER WAY, Lewisville TX 75077, United States DESCRIPTION: I will be an employee of this company as an in house controller. Will be tasked with overseeing the accounting, payroll, cash management, tax filings, tax planning, and compliance for the FGA corporate office and the related family businesses. 5) LAKE AREA AMATEUR RADIO KLUB POSITION: TREASURER NATURE: Board member only for a small non-profit amateur radio club located in Denton County Texas. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2521 Pioneer Drive, Denton TX 76210, United States DESCRIPTION: I do have check writing authority since I am the treasurer. I help make decisions for the club, write checks for approved expenses, and report on the finances of the club.

Designations

Other Names

• Randall L Patrick
• Randall Patrick