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RIA / WealthAdvisor13 years in industry

SHAUNDRA YVETTE PATTERSON

Advisor at DEW WEALTH MANAGEMENT

Humble, TX | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:0bed7680-a577-a00c-4639-6d20a0ce4c73

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2019 to Sep 15, 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: DEW WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 3, 2019
First registration: Jun 5, 2019
Dual registered: no
Other names: Shaundra Patterson
IAPD individual key: 7083956

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
DEW WEALTH MANAGEMENT	Independent wealth	Oct 31, 2023	n/a	yes	SCOTTSDALE, AZ\|Humble, TX	Current employment
DIVINE WEALTH STRATEGIES	n/a	Apr 27, 2020	Dec 31, 2023	no	ATLANTA, GA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 22, 2020	Apr 23, 2020	no	ATLANTA, GA	Previous registration
EDWARD JONES	National bd RIA	Jun 5, 2019	Dec 12, 2019	no	Mariteea, GA\|ST LOUIS, MO\|ACWORTH, GA	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
DIVINE WEALTH STRATEGIES	DEW WEALTH MANAGEMENT	Dec 31, 2023	Oct 31, 2023	-61	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	DIVINE WEALTH STRATEGIES	Apr 23, 2020	Apr 27, 2020	4	Firm change	Other
EDWARD JONES	CETERA INVESTMENT ADVISERS LLC	Dec 12, 2019	Jan 22, 2020	41	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ DEW WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ DIVINE WEALTH STRATEGIESRegistered adviserregistration: previous registration
Apr 27, 2020 to Dec 31, 2023factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 22, 2020 to Apr 23, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 5, 2019 to Dec 12, 2019factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Shaundra Yvette Patterson left Divine Wealth Strategies for Dew Wealth Management (registered 2023-10-31)
Form ADVobserved 6 days ago