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RIA / WealthAdvisor30 years in industry

JAMES LUKE PATTERSON

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e667b2d8-e922-f562-7175-83b9484d7d99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 19, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

James Luke Patterson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: AVIDIAN WEALTH SOLUTIONS
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: Jul 12, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 12, 1996
First registration: Jan 19, 2000
Dual registered: no
IAPD individual key: 2702156

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
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Jun 24, 2011	n/a	yes	HOUSTON, TX	Current employment
STANFORD GROUP COMPANY	n/a	Nov 11, 2002	Mar 18, 2004	no	HOUSTON, TX	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jan 19, 2000	Nov 19, 2002	no	HOUSTON, TX	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
STANFORD GROUP COMPANY	AVIDIAN WEALTH SOLUTIONS	Mar 18, 2004	Jun 24, 2011	2,654	Firm change after gap	Other
MORGAN KEEGAN & COMPANY, LLC	STANFORD GROUP COMPANY	Nov 19, 2002	Nov 11, 2002	-8	Firm change	Other

Relationships

Registered with (3)

→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: current employment
Jun 24, 2011 to presentfactForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Nov 11, 2002 to Mar 18, 2004factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jan 19, 2000 to Nov 19, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e667b2d8-e922-f562-7175-83b9484d7d99
First observed: Jan 19, 2000
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES LUKE PATTERSON

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e667b2d8-e922-f562-7175-83b9484d7d99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVIDIAN WEALTH SOLUTIONS

Independent wealth

Jun 24, 2011

n/a

yes

HOUSTON, TX

Current employment

STANFORD GROUP COMPANY

n/a

Nov 11, 2002

Mar 18, 2004

HOUSTON, TX

Previous registration

MORGAN KEEGAN & COMPANY, LLC

Former SEC adviser

Jan 19, 2000

Nov 19, 2002

HOUSTON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STANFORD GROUP COMPANY

AVIDIAN WEALTH SOLUTIONS

Mar 18, 2004

Jun 24, 2011

2,654

Firm change after gap

Other

MORGAN KEEGAN & COMPANY, LLC

STANFORD GROUP COMPANY

Nov 19, 2002

Nov 11, 2002

-8

Firm change

Other