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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

PATRICIA RIVERA BURRELL

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Fairhope, AL | Mobile, AL

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Search this name across graphsid dfx:ria:0e55b4c8-62a4-75a6-c281-110d4e3a9203

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 22, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 8, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Jun 8, 1995
First registration: May 22, 2002
Dual registered: yes, broker-dealer
Other names: PATRICIA YOLANDA RIVERA|PATRICIA YOLANDA RIVERA|PATTI R BURRELL
IAPD individual key: 2582040

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 5, 2025	n/a	yes	Fairhope, AL\|Mobile, AL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 15, 2013	Sep 10, 2025	no	FAIRHOPE, AL\|FAIRHOPE, AL\|SAN DIEGO, CA\|FAIRHOPE, AL\|MOBILE, AL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 7, 2011	May 17, 2013	no	FAIRHOPE, AL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2007	Sep 7, 2011	no	FAIRHOPE, AL\|FORT MILL, SC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Jul 2, 2003	Aug 11, 2011	no	GULF SHORES, AL\|PANAMA CITY, FL\|PANAMA CITY BEACH, FL\|PANAMA CITY BEACH, FL\|DESTIN, FL\|WEWAHITCHKA, FL\|PORT ST JOE, FL\|PORT ST JOE BEACH, FL\|NAVARRE, FL\|ORANGE BEACH, AL\|ELBERTA, AL\|FOLEY, AL\|DAPHNE, AL\|ROBERTSDALE, AL\|POINT CLEAR, AL\|SANTA ROSA BEACH, FL\|DAPHNE, AL\|FOLEY, AL\|FOLEY, AL\|FOLEY, AL\|FAIRHOPE, AL	Previous registration
BBVA COMPASS INVESTMENT SOLUTIONS, INC	n/a	May 22, 2002	Jun 19, 2003	no	MOBILE, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 10, 2025	Sep 5, 2025	-5	Firm change	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LPL FINANCIAL LLC	May 17, 2013	May 15, 2013	-2	Firm change	Other
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 7, 2011	Sep 7, 2011	0	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	LPL FINANCIAL LLC	Aug 11, 2011	Jul 10, 2007	-1,493	Firm change after gap	Other
BBVA COMPASS INVESTMENT SOLUTIONS, INC	UVEST FINANCIAL SERVICES GROUP, INC.	Jun 19, 2003	Jul 2, 2003	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:149018:AL:2025-09-10	Sep 10, 2025	Sep 5, 2025	MOBILE, AL	Firm change

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 7, 2011 to May 17, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 15, 2013 to Sep 10, 2025factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Jul 2, 2003 to Aug 11, 2011factForm ADV
→ BBVA COMPASS INVESTMENT SOLUTIONS, INCRegistered adviserregistration: previous registration
May 22, 2002 to Jun 19, 2003factForm ADV

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
Patricia Rivera Burrell left Lpl Financial Llc for Raymond James Financial Services Advisors, Inc (registered 2025-09-05)
Form ADVobserved 5 days ago