Patricia I. Gomez

CPR INVESTMENTS

Riverside, CA 92503

Some features on this profile are disabled

CRD#: 2793535

Professional summary

Patricia Ivette Gomez, who also goes by Patricia IVette Acosta, is a registered financial advisor currently at CPR INVESTMENTS INC located in Riverside, California.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patricia has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Ivette Acosta

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) SELF EMPLPYED INSURANCE AGENT / TAX PREP/Notary Public, RIVERSIDE PRODUCTS,PART-TIME OR FULL TIME, FOR VARIOUS COMPANIES, CA, 10/2010, 25 HRS/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ivette Gomez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2020 - Present

CPR INVESTMENTS INC

Office #1: 6200 Pegasus Dr. Suite 11, Riverside, CA 92503

RIA

CRD#: 139067

Riverside, CA

Past

January 24, 2013 - October 2, 2020

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

RIVERSIDE, CA

Past

October 19, 2012 - January 2, 2013

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

RIVERSIDE, CA

Past

September 11, 2001 - February 20, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

CPR INVESTMENTS INC

CRD#: 139067 / SEC#: 801-112038

RIA

Registered Investment Advisory firm - (11/16/2017 Approved)

Arizona

Registered Investment Advisory firm - (11/17/2017 Terminated)

California

Registered Investment Advisory firm - (12/17/2017 Terminated)

Florida

Registered Investment Advisory firm - (11/17/2017 Terminated)

Illinois

Registered Investment Advisory firm - (11/16/2017 Terminated)

Indiana

Registered Investment Advisory firm - (12/6/2010 Terminated)

Louisiana

Registered Investment Advisory firm - (12/31/2009 Terminated)

Michigan

Registered Investment Advisory firm - (12/1/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (12/31/2009 Failure to Renew)

Nebraska

Registered Investment Advisory firm - (11/17/2017 Terminated)

Nevada

Registered Investment Advisory firm - (12/18/2017 Terminated)

New Mexico

Registered Investment Advisory firm - (12/31/2017 Terminated)

New York

Registered Investment Advisory firm - (11/17/2017 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2017 Terminated)

Oregon

Registered Investment Advisory firm - (12/6/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (12/31/2009 Terminated)

Texas

Registered Investment Advisory firm - (11/17/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/20/2017 Terminated)

Washington

Registered Investment Advisory firm - (11/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/31/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/30/2020)

IAR

Texas
(9/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/10/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CPR INVESTMENTS INC

CRD#: 139067 / SEC#: 801-112038

RIA

Registered Investment Advisory firm - (11/16/2017 Approved)

Arizona

Registered Investment Advisory firm - (11/17/2017 Terminated)

California

Registered Investment Advisory firm - (12/17/2017 Terminated)

Florida

Registered Investment Advisory firm - (11/17/2017 Terminated)

Illinois

Registered Investment Advisory firm - (11/16/2017 Terminated)

Indiana

Registered Investment Advisory firm - (12/6/2010 Terminated)

Louisiana

Registered Investment Advisory firm - (12/31/2009 Terminated)

Michigan

Registered Investment Advisory firm - (12/1/2017 Terminated)

Minnesota

Registered Investment Advisory firm - (12/31/2009 Failure to Renew)

Nebraska

Registered Investment Advisory firm - (11/17/2017 Terminated)

Nevada

Registered Investment Advisory firm - (12/18/2017 Terminated)

New Mexico

Registered Investment Advisory firm - (12/31/2017 Terminated)

New York

Registered Investment Advisory firm - (11/17/2017 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2017 Terminated)

Oregon

Registered Investment Advisory firm - (12/6/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (12/31/2009 Terminated)

Texas

Registered Investment Advisory firm - (11/17/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/20/2017 Terminated)

Washington

Registered Investment Advisory firm - (11/27/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/31/2009 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1600 Parkdale Road Suite 201, Rochester, MI 48307

Mailing Address

Phone number

(800) 213-1164

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A AND 2B (3/1/2025)

Regulatory assets under management

Total Number of Accounts	1,946
AUM (Assets Under Management)	$ 213,296,073

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.

Similar Advisors

Ryan Perry

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Gabriel Shahin

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patricia I. Gomez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ivette Gomez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPR INVESTMENTS INC

FIRST ADVISORS NATIONAL, LLC

INSTITUTE FOR WEALTH ADVISORS, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

CPR INVESTMENTS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2012

Series 63

Date: 1/6/2001

Series 6

Date: 9/10/2001

Current Firm

CPR INVESTMENTS INC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CPR INVESTMENTS INC

TRUST BUT VERIFY

Similar Advisors