Patricia Gomez has been an investment adviser representative at CPR Investments since September 2020, and is not listed among the firm’s executive officers or direct owners. Patricia Gomez holds an Associate Degree in Diagnostic Medical Sonography from Orange Coast College.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
Patricia I. Gomez is an Investment Advisor Representative of CPR Investments Inc. Gomez is based in Riverside, CA, and has held the role from September 2020, as of her Form ADV Part 2B supplement dated November 2, 2020. Her filing also shows her as owner, insurance agent and tax preparer of Tax Mix Insurance & Financial Service from August 2010. Earlier she was an Investment Advisor Representative at First Advisors National, LLC from January 2013 to September 2020.
Patricia Gomez’s longest registration was 7 years at First Advisors National, LLC (2013–2020). Before joining CPR Investments in 2020, Patricia Gomez was registered through First Advisors National, LLC and Cherry Investment Advisors, LTD.
- CPR Investments IncCurrent– present · 6 yearsRiverside, CA · Adviser representative · Firm CRD 139067
- First Advisors National, LLC– · 7 yearsRiverside, CA · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · under a yearRiverside, CA · Adviser representative · Firm CRD 149347
Investment adviser representative registrations
Patricia Gomez is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2020; the most recent is Texas, in September 2022.
- CaliforniaSince 30 September 2020
- TexasResidentSince 28 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Patricia Ivette Gomez
- CRD
- 2793535
- Firm
- CPR Investments · CRD 139067
- Office
- 6200 Pegasus Dr., Suite 11, Riverside, CA 92503
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Patricia Gomez work?
Patricia Gomez is an investment adviser representative registered through CPR Investments Inc since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Patricia Gomez a financial advisor?
Yes. Patricia Gomez has a current investment-adviser registration in California and Texas, through CPR Investments since September 2020.
How many years of experience does Patricia Gomez have?
Patricia Gomez has 13 years in the financial industry, since November 2012, across 3 adviser firms.
What exams has Patricia Gomez passed?
Patricia Gomez has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in January 2001.
Where did Patricia Gomez work before CPR Investments?
Before CPR Investments, Patricia Gomez was registered through Cherry Investment Advisors, LTD., October 2012 to January 2013.
Where is Patricia Gomez based?
Patricia Gomez’s registered office is in Riverside, CA.
Is Patricia Gomez registered with FINRA?
No. Patricia Gomez has no current broker registration.
How can I verify Patricia Gomez’s record?
Search CRD 2793535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Gomez’s full registration record.
