Patrick Hugh Sreenan

Current Employers

Employment History

• 06/1985 → 12/2023
  Jm Family Ent Inc
  Deerfield Beach, FL
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Phs Reinsurance, Inc
  Lighthouse Point, FL
• 08/2014 → 03/2018
  Sageview Advisory Group
  Irvine, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Phs Piverhome, Llc
  Lighthouse Point, FL
• 04/2024 → Present
  Phs Wakulla Investments, Llc
  Lighthouse Point, FL
• 01/2022 → Present
  Ws Causey Llc
  Lighthouse Point, FL
• 01/2024 → Present
  Pat Sreenan Llc
  Lighthouse Point, FL
• 09/2024 → Present
  Tps Property Management, Llc
  Crawfordville, FL

Previous Registrations

• 2014-09-24 → 2018-03-21
  Creative Planning Institutional Advisors, Llc
  Deerfield Beach, FL
• 2003-07-14 → 2008-05-30
  Mutual Service Corporation
  Deerfield Beach, FL

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INV REL, SAME AS REGISTERED ADDRESS, FIXED INS, START 1985, 4HRS/WK (TRAD HRS), INS AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. PATRICK H. SREENAN SOLE PROPRIETOR, INV REL, SAME AS RESIDENTIAL ADDRESS, SECURITIES & INS SALES - PROPERTY & CASUALTY, LIFE, AND HEALTH INS, START 1983, 1HR/WK (TRAD HRS), OWNER; 3. C&S WAKULLA INVESTMENTS, LLC, NOT INV REL, ST. MARKS, FL 32327, PROPERTY OWNERSHIP: VACANT LAND, START 04/01/2002, <1HR/WK (NON-TRAD HRS), 50% OWNER, MBR LLC; 4. PS WAKULLA LLC, NOT INV REL, 19 DESOTO DRIVE, ST. MARKS, FL 32327, PROPERTY OWNERSHIP: HOME FOR RENT, START 12/02/2003, <1HR/WK (NON-TRAD HRS), 90% OWNER, MBR LLC; 5. LITTLE TEXAS LAND COMPANY, LLC, NOT INV REL, 1340 LITTLE TEXAS ROAD, TUNICA, MS 38676, PROPERTY OWNERSHIP: RECREATIONAL PROPERTY, START 09/01/2006, <1HR/WK (NON-TRAD HRS), 12.5% OWNER, MEMBER LLC; 6. PHS HOLDING LLC, NOT INV REL, RIVERS EDGE, ST. MARKS, FL 32327, PROPERTY OWNERSHIP: VACANT LAND, START 06/13/2005, <1HR/WK (NON-TRAD HRS), OWNER, MBR LLC; 7. PJS HOLDING LLC, NOT INV REL, 24 MANATEE WAY, CRAWFORDVILLE, FL 32327, PROPERTY OWNERSHIP: HOME, START 10/17/2005, <1HR/WK (NON-TRAD HRS), OWNER, MBR LLC; 8. B&P POLK COUNTY INVESTMENTS, LLC, NOT INV REL, 3813 BRUCE BLVD., LAKE WALES, FL 33898, PROPERTY OWNERSHIP: HOME, START 10/10/2002, <1HR/WK (NON-TRAD HRS), OWNER, MBR LLC; 9. ST MARKS RV PARK, LLC; INV REL: NO; ST MARKS FL 32355; BUSINESS: RV PARK START: 10/2020; OWNER; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 1; DUTIES: DEVELOPING LAND FOR FUTURE RV PARK; 10. PHS PIVERHOME, LLC; INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: LLC; START: 2/2024; OWNER; APX # OF HRS/WK: LESS THAN 1; APX # OF HRS DUR TRAD HRS: 0; DUTIES: SINGLE FAMILY HOME PROPERTY RENTAL; 11. WAKULLA INVESTMENTS, LLC. INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: REAL ESTATE; START: 04/2024; OWNER; APX # OF HRS PER WK: 1; APX #OF HRS DUR TRAD HRS: 0; DUTIES: COMPANY FOR REAL ESTATE INVESTMENT; 12. WS CAUSEY LLC; INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: HOLDING LLC; START: 1/2022; TITLE: OWNER; APX # OF HRS/WK: LESS THAN 1; DUR TRD HRS: 0; DUTIES: PAY PROPERTY TAXES; 13. PAT SREENAN LLC, INVE REL: NO, SAME AS REGISTERED LOCATION, BUSINESS: EXP MGMT, START: 01/2024, OWNER MGR, APX # OF HRS PER WK: 10, APX # OF HRS DUR TRAD HRS: 1, DUTIES: FORMED TO RECEIVE INS COMMISSIONS; 14. PTS PROPERTIES, LLC; INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: REAL ESTATE RENTAL; START: 01/2022; POSITION: OWNER; APX # OF HRS PER WK: 0.5; APX # OF HRS DUR TRAD HRS: 0; DUTIES: RENTAL PROPERTY; 15. TPS PROPERTY MANAGEMENT, LLC; INV REL: NO; ADDRESS: 56 INDUSTRIAL CT CRAWFORDVILLE, FL 32327; BUSINESS: REAL ESTATE; START: 09/2024; CO OWNER; APX # OF HRS PER WK: 0; APX # OF HRS DUR TRAD HRS: 0; DUTIES LAND AND COMMERCIAL BUSINESS 16. PHS INDUSTRIAL CT, LLC; INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: REAL ESTATE; START: 11/2024; POSITION: OWNER/MGR; APX # OF HRS PER WK: 0; APX # OF HRS DUR TRAD HRS: 0; DUTIES: COMMERCIAL INV PROPERTY; 17. PHS CARROWAY, LLC; INV REL: NO; SAME AS REGISTERED LOCATION; BUSINESS: REAL ESTATE; START: 11/2024; POSITION: OWNER/MGR; APX # OF HRS PER WK: 0; APX # OF HRS DUR TRAD HRS: 0; DUTIES: REAL ESTATE INV PROPERTY; 18. BOAT LIFT PROTECTION LLC; INV REL: NO; SAME AS REG LOC; BUSINESS: BOAT LIFT SERVICES ; 11/2025; MBR; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 0; DUTIES: FILE FOR BOAT LIFT SERVICE CONTRACTS, MAINT AGRMTS; 19. PHSLHP,LLC; INV REL: NO; SAME AS REG LOCATION; Biz: REAL ESTATE ; 12/2025; OWNER; HRS: 0; APX 0; DUTIES: SINGLE FAM HOME PURC; 20. PROTERIS COMPLIANCE SOLUTIONS, INC; INV REL: NO; 100 LAS OLAS BLVD UNIT 1802 FT LAUDERDALE, FL 33301; REVIEW WARRANTIES; 12/2025; SALES REP; APX # OF HRS PER WK: 0;# OF HRS DUR TRAD HRS: 0; DUTIES: REVIEWS WARRANTY FORMS, INS FILIN 21.PHS REINSURANCE, INC SAME AS REGISTERED, INC 6.26 Pres. Hrs 1,0 REINSURE Service Contracts

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-02