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Patricia A Green

Raymond James & Associates, Inc.

Tampa, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-13

Branch Locations

100 North Tampa Suite 2400, Tampa, FL 33602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Tampa FL 12/2008 08/2025
Unemployed Lutz FL 09/2025 07/2026
Raymond James & Associates, Inc. Tampa FL 08/2026 Present
Previous Registrations
  • 2009-01-16 → 2025-09-17
    Ubs Financial Services Inc.
    Clearwater, FL
    Weehawken, NJ
    Weehawken, NJ
    Tampa, FL
    Lutz, FL
  • 2008-05-30 → 2008-12-16
    Morgan Stanley & Co. Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-27
S63 Uniform Securities Agent State Law Examination 2008-05-01
  • S66 Uniform Combined State Law Examination
    2008-05-27
  • S63 Uniform Securities Agent State Law Examination
    2008-05-01
Other Names
  • Patricia Ann Green
  • Patricia Anderson
  • Patricia Haines Anderson
  • Patricia Haines Green
  • Patricia Green

View on SEC IAPD

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