PH
Patrick M. Hill
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CRD#: 1303543
PH
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick Mcgowan Hill, who also goes by Patrick Hill, was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 1984. Patrick had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Patrick Hill
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, Other P/T: Other I/R: Yes Start Date: 08/01/2024 HPM: 11-20 HPM during trading hours: 2-10 Duties:: Author: Book writer (Co-Writer) (2) 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, Other P/T: Consulting, Coach I/R: No Start Date: 06/05/2024 HPM: 2-10 HPM during trading hours: 2-10 Duties:: Join the independent speakers network of Vistage. My responsibility would be to design and present a 2 .5 hour educational / coaching presentation to Vistage groups around the state and country. (3) Brick City Lofts , Ocala, FL, 34471, Real Estate Brokerage/ Agent or Development P/T: I/R: Yes Start Date: 03/01/2023 HPM: 0-1 HPM during trading hours: 0-1 Duties:: (4) Hill 2201 SE 30th Ave Suite 201, Ocala, FL, 34471, Control Person P/T: Trustee (Acting) I/R: Yes Start Date: 03/26/2018 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Co-Trustee of my wife's revocable trust. (5) Independent Financial Partners 206 SW 10th St, Ocala, FL, 34471, Support Company - Owner P/T: Other I/R: No Start Date: 03/24/2011 HPM: 81+ HPM during trading hours: 41-80 Duties:: Financial Advisor, fixed insurance sales. (6) KWMPMH, LLC 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, Real Estate Brokerage/ Agent or Development P/T: I/R: No Start Date: 09/25/2018 HPM: 0-1 HPM during trading hours: 0-1 Duties:: (7) Macro Llc 2031 SE 30th Ave, Suite 201 , Ocala, FL, 34471, Rental Real Estate P/T: I/R: Yes Start Date: 08/04/2011 HPM: 0-1 HPM during trading hours: 0-1 Duties:: (8) PHKP, LLC , Ocala, FL, 34471, Business Owner P/T: Partner I/R: No Start Date: 11/12/2001 HPM: 0-1 HPM during trading hours: 0-1 Duties:: In 1999 Dr. L. Dean Parks, Thad Kopec and I recieved a U.S. Patent on a drug compound. Our involvement included engaging and attorney and splitting legal fees. In 2013 we formed PHKP, LLC to hold patent/royalty rights. (9) Pmhgroup LLC , Ocala, FL, 34471, Rental Real Estate P/T: I/R: Yes Start Date: 04/01/2022 HPM: 2-10 HPM during trading hours: 0-1 Duties:: (10) Reveille Wealth Mangement 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, Support Company - Non Owner P/T: Independent Contractor I/R: Yes Start Date: 10/01/2022 HPM: 41-80 HPM during trading hours: 41-80 Duties:: Affiliated independent practice operating under the Reveille Wealth name
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
January 2, 2009 - February 28, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Ocala, FL
Past
September 8, 2005 - October 10, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
Ocala, FL
Past
May 26, 2000 - February 28, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Ocala, FL
Past
April 15, 1994 - June 9, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
March 3, 1989 - May 17, 1994
BARNETT INVESTMENTS, INC.
BD
CRD#: 14897
JACKSONVILLE, FL
Past
September 25, 1984 - July 13, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES
CRD#: 149018 / SEC#: 801-69815
RIA
Registered Investment Advisory firm - (12/23/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES
CRD#: 149018 / SEC#: 801-69815
RIA
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Contact information
Main Address
880 Carillon Parkway, Saint Petersburg, FL 33716
Mailing Address
Phone number
(727) 567-3020
Established
Firm type
Fiscal year end
# of Employees
6,727
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,030,208 |
| AUM (Assets Under Management) | $ 344,868,106,925 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 08/21/2024 | ||
| 09/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Financial AdvisorCRD#: 149018TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
