Patrick J. Primavera
Professional summary
Patrick Joseph Primavera, who also goes by Patrick Primavera, is a registered financial professional currently at WELLFLEET INVESTMENTS LLC located in Floral Park, New York.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1998. Patrick has worked at 16 firms and has passed the Series 63, Series 57TO, Series 6TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Joseph Primavera's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2024 - Present
WELLFLEET INVESTMENTS LLC
Office #1: 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001November 15, 2018 - March 4, 2024
CRITO CAPITAL LLC
October 17, 2016 - November 28, 2017
DINOSAUR FINANCIAL GROUP, L.L.C
December 23, 2015 - August 11, 2016
LAMPERT CAPITAL MARKETS INC.
September 15, 2014 - December 8, 2015
QUASAR TRADING, LLC
March 8, 2013 - August 8, 2014
QUASAR TRADING, LLC
June 27, 2012 - June 27, 2013
COASTAL TRADE SECURITIES, LLC
January 30, 2012 - June 4, 2012
WTS PROPRIETARY TRADING GROUP LLC
October 14, 2011 - January 10, 2012
DIMENSION TRADING GROUP, LLC
November 13, 2009 - March 12, 2010
M. S. HOWELLS & CO.
September 25, 2009 - October 30, 2009
KOYOTE TRADING LLC
April 1, 2009 - August 24, 2009
PUGLISI & CO.
January 27, 2005 - June 4, 2007
SCHOTTENFELD GROUP LLC
February 26, 2003 - January 27, 2005
FIRST NEW YORK SECURITIES L.L.C.
January 7, 2002 - February 27, 2003
LADENBURG THALMANN & CO. INC.
June 25, 2001 - January 2, 2002
FIRST NEW YORK SECURITIES L.L.C.
May 23, 2001 - May 30, 2001
MORGAN STANLEY DW INC.
October 20, 1998 - June 11, 2001
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/16/2024)
(7/29/2024)
(9/23/2025)
(8/12/2024)
(5/16/2024)
(5/16/2024)
(7/30/2025)
(8/20/2025)
(6/3/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 55
Date: 11/18/1998
Limited Representative-Equity Trader ExamFINRA
Current Firm
WELLFLEET INVESTMENTS LLC
CRD#: 18488 / SEC#: , 8-36769
Contact information
FINRA licenses (10 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BEGA, JEFFREY | PRESIDENT/FINANCE/COO/CFO/CCO/FINOP | |
| J.P. CAREY CAPITAL MARKETS LLC | OWNER | |
| PRIMAVERA, PATRICK JOSEPH | DIRECTOR | 3124567 |
Red Flags
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