John P. Michaels
Professional summary
John Patrick Michaels JR, who also goes by John Patrick Michaels, Rick Michaels, is a registered financial professional currently at CEA ATLANTIC ADVISORS, LLC located in Tampa, Florida.
John is registered as a RR (Registered Representative) and started their career in finance in 1983. John has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Patrick Michaels JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2003 - Present
CEA ATLANTIC ADVISORS, LLC
Office #1: 101 E. Kennedy Blvd. Suite 3300, Tampa, FL 33602Office #2: 101 East Kennedy Boulevard; Suite 3300, Tampa, FL 33602October 4, 2001 - February 8, 2007
ATLANTIC AMERICAN CAPITAL ADVISORS, LLC
September 26, 1997 - May 2, 2001
MONTGOMERY & CO., LLC
October 8, 1987 - October 19, 1999
CEA, INC.
October 20, 1983 - February 19, 2003
COMMUNICATIONS EQUITY ASSOCIATES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/5/2020)
(9/23/2003)
(10/8/2019)
(10/8/2019)
(10/10/2019)
Exams
Series 99TO
Date: 11/8/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CEA ATLANTIC ADVISORS, LLC
CRD#: 127146 / SEC#: , 8-65962
Contact information
FINRA licenses (12 States and Territories)
Documents
Red Flags
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