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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-10-29
  • FL RA
    APPROVED
    Since 2021-10-29

Branch Locations

Tampa, FL • United States

100 2Nd Ave. S, Ste. 704S, St Petersburg, FL 33701 • 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
Wells Fargo Advisors, Llc Clearwater FL 04/2014 11/2016
Wells Fargo Clearing Services, Llc Clearwater FL 11/2016 10/2021
Raymond James Financial Services, Inc. St. Petersburg FL 10/2021 Present
Raymond James Financial Services Advisors, Inc. St. Petersburg FL 10/2021 Present
Concurrent Advisors St. Petersburg FL 10/2021 06/2023
Uber Clearwater FL 06/2021 11/2022
Family Wealth Solutions St. Petersburg FL 10/2021 03/2023
Ennistymon Llc Petersburg FL 10/2021 03/2023
  • 04/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Clearwater, FL
  • 11/2016 → 10/2021
    Clearwater, FL
  • 10/2021 → Present
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 10/2021 → Present
    St. Petersburg, FL
  • 10/2021 → 06/2023
    Concurrent Advisors
    St. Petersburg, FL
  • 06/2021 → 11/2022
    Uber
    Clearwater, FL
  • 10/2021 → 03/2023
    Family Wealth Solutions
    St. Petersburg, FL
  • 10/2021 → 03/2023
    Ennistymon Llc
    Petersburg, FL
Previous Registrations
  • 2014-04-03 → 2021-10-29
    Clearwater, FL
    Sarasota, FL
    St. Petersburg, FL
  • 2010-09-23 → 2014-03-19
    Investment Centers Of America, Inc.
    Tampa, FL
    Clearwater, FL
    Tampa, FL
    St Petersburg, FL
    Sarasota, FL
    Ocala, FL
    Crystal River, FL
    Temple Terrace, FL
    Hudson, FL
    Brandon, FL
    Seminole, FL
    New Port Richey, FL
    Tampa, FL
    Tampa, FL
    Land'O Lakes, FL
    Seffner, FL
    Tampa, FL
    Tampa, FL
    Plant City, FL
    Tampa, FL
    Lakeland, FL
    Tampa, FL
    St Petersburg, FL
  • 2007-05-31 → 2008-12-31
    Safety Harbor, FL
    Safety Harbor, FL
  • 2000-12-05 → 2007-03-22
    Morgan Stanley Dw Inc.
    Clearwater, FL
    Clearwater, FL
Other Businesses

(1)Name of Business: Speizer Wealth LLC Address: 100 2nd Avenue S, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Associate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-13
  • S66 Uniform Combined State Law Examination
    2004-02-13
Other Names
  • Patricia Lynn Capsey
  • Patty Capsey
  • Patricia L Capsey
  • Patricia Lynn Capsey
  • Patricia Green
  • Patricia Lynn Green
  • Patricia Lynn Capsey

View on SEC IAPD

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