Patrice Lanell Josiene Sinclair

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  Raymond James & Associates, Inc.
  Auburn Hills, MI
• 11/2025 → Present
  Zinzino
  Caseville, MI

Other Businesses

(1) Name of Business: North Star on Main, LLC Address: 6820 Main Street, Caseville, MI, 48725, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/30/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be the owner of a commercial building with 2 tenants. My responsibility is to keep the property safe and be available should they need anything. (2) Name of Business: Patrice LJ Sinclair ttee FBO Patrice LJ Sinclair Revocable Living Trust DTD 3/2/2005 Address: 1259 Burgoyne Blvd, Rochester Hills, MI, 48307, United States Activity Type: Control Person Position/Title: Trustee (Acting), Power of Attorney (Acting) Investment Related: Yes Start Date: 03/02/2005 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 the trustee of my trust and have power of attorney over my financial affairs

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-26
• S63 Uniform Securities Agent State Law Examination
  1990-07-02

Other Names

• Patrice Josiene Warden
• Patrice Lanell Josiene Warden