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Inactive

Patrick Shepherd

Corient

St Petersburg, FL

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-25
  • FL RA
    APPROVED
    Since 2023-07-25

Branch Locations

100 2Nd Avenue South Suite 701-S, St Petersburg, FL 33701 • 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
Ci Doyle Private Wealth, Llc St Petersburg FL 11/2022 03/2023
Infenergy Solar Solutions St Petersburg FL 06/2021 10/2022
Twru Cpas & Financial Advisors Baton Rouge LA 01/2018 05/2021
Louisiana State University Baton Rouge LA 01/2015 12/2017
Corient St. Petersburg FL 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 11/2022 → 03/2023
    Ci Doyle Private Wealth, Llc
    St Petersburg, FL
  • 06/2021 → 10/2022
    Infenergy Solar Solutions
    St Petersburg, FL
  • 01/2018 → 05/2021
    Twru Cpas & Financial Advisors
    Baton Rouge, LA
  • 01/2015 → 12/2017
    Louisiana State University
    Baton Rouge, LA
  • 12/2022 → Present
    Corient
    St. Petersburg, FL
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-07-21

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YALE CAPITAL CORP.
VICUS CAPITAL, INC.

Other Investors

WILLIAM LOUIS WATERS
JONATHON E TUFT
DANIEL SCOTT BARE
Salvatore DiNatale
WILLIAM LOUIS WATERS II
JOHN OLIVA
TINA LOUISE BOEVING
SEAN THOMAS REES

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · ST PETERSBURG, FL
OSAIC ADVISORY SERVICES, LLC · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · St. Petersburg, FL
HORNOR, TOWNSEND & KENT, LLC · ST PETERSBURG, FL
EDWARD JONES · St Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. Petersburg, FL
YALE CAPITAL CORP. · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · ST PETERSBURG, FL

More in St Petersburg, FL

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