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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

PATRICIA STRAUSS OTTERSON

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

JACKSONVILLE, FL | Jacksonville, FL

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Search this name across graphsid dfx:ria:3d2c4cf2-4e40-e2c3-82b6-f1089ff49157

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 3, 1997 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 & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 19, 1982
First registration: Jan 3, 1997
Dual registered: yes, broker-dealer
Other names: PATRICIA LYNN STRAUSS
IAPD individual key: 1051951

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 & ASSOCIATES, INC.	National bd RIA	Jul 6, 2009	n/a	yes	JACKSONVILLE, FL\|Jacksonville, FL	Current employment
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 28, 2005	Jul 6, 2009	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL	Previous registration
TRUIST SECURITIES, INC.	n/a	Jun 29, 2004	Jul 15, 2005	no	JACKSONVILLE, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Jul 1, 2004	no	JACKSONVILLE, FL	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jan 3, 1997	Jul 1, 2003	no	JACKSONVILLE, FL	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
SUNTRUST INVESTMENT SERVICES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jul 6, 2009	Jul 6, 2009	0	Firm change	Other
TRUIST SECURITIES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jul 15, 2005	Jun 28, 2005	-17	Firm change	Other
WELLS FARGO ADVISORS	TRUIST SECURITIES, INC.	Jul 1, 2004	Jun 29, 2004	-2	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (5)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jul 6, 2009 to presentfactForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 28, 2005 to Jul 6, 2009factForm ADV
→ TRUIST SECURITIES, INC.Registered adviserregistration: previous registration
Jun 29, 2004 to Jul 15, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Jul 1, 2004factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jan 3, 1997 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.