Patricia Ann Gleason

Current Employers

Employment History

• 05/2009 → 03/2022
  Cetera Advisors Llc
  Denver, CO
• 08/2023 → 08/2024
  Wealthbridge Financial
  Gainesville, FL
• 12/2024 → Present
  Raymond James Financial Services Inc.
  Newberry, FL
• 12/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Newberry, FL
• 03/2022 → 10/2022
  Legacy Wealth Management, Llc
  Boise, ID
• 10/2022 → 06/2023
  Ameriprise Financial Services, Llc
  Alachua, FL
• 09/2024 → 11/2024
  State Farm Vp Management Corp.
  Gainesville, FL

Previous Registrations

• 2022-10-27 → 2023-06-07
  Ameriprise Financial Services, Llc
  Alachua, FL
• 2022-04-04 → 2022-10-19
  Legacy Wealth Management, Llc
  Boise, ID
  Archer, FL
• 2009-05-07 → 2022-03-22
  Cetera Advisors Llc
  Greenwood Village, CO
  Gainesville, FL
  Alachua, FL
  Orlando, FL
• 2007-06-08 → 2009-05-06
  Morgan Stanley & Co. Llc
  Gainesville, FL
  Louisville, KY
• 2006-11-16 → 2007-06-27
  Mml Investors Services, Llc
  St. Augustine, FL
  Gainesville, FL

Other Businesses

(1)Name of Business: Address: 3922 NW 69th Street, Gainesville, FL, 32606, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: No Start Date: 09/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a Florida Real Estate license solely for my personal real estate sales and purchases. Not client related. (2)Name of Business: Address: 24836 W Newberry Rd, Newberry, FL, 32669-2233, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Act a liasion between client and estate planning attorneys and co-insurance agents. (3)Name of Business: Gradiant Life Insurance Address: 3922 NW 69th STreet , Gainesville , FL, 32606, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: offer fixed insurance to non RAYMOND James clients (4)Name of Business: Greg Smith LLC Address: 24836 W Newberry Rd, Newberry, FL, 32669-2233, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 12/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a independent contractor financial advisor with Raymond James Greg Smith LLC (5)Name of Business: World Wellness Show, LLC Address: 3922 NW 69th Street , Gainesville , FL, 32606, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/09/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Host of non--investment related Gainesville Fl education and hobby: owner. 1 hour per month on a weekend or evening , 0 during trading hours. I interview doctors about holistic wellness for free to educate and share with the world.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  1996-12-02

Other Names

• Patricia Ann Gruenenfelder
• Patricia Ann Freeman
• Trish Gleason
• Pat Gleason