DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Scott Patterson
Feed of 09/14/2026
Also filed as Jeff Patterson
At current firm
1 y
since May 16, 2025
In the industry
31 y
since Feb 1, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Prospera Financial Services, Inc. BD affiliated currentsince May 16, 2025 · Ballwin, Mo
- Cutter & Company, Inc. formerJul 25, 2017 to May 16, 2025 · Ballwin, Mo
- Securities America Advisors, Inc. formerFeb 29, 2012 to Jul 17, 2017 · Chesterfield, Mo
- Bolton Global Asset Management BD affiliatedApr 27, 2007 to Mar 5, 2012 · O'Fallon, Mo
- Stifel, Nicolaus & Company, Incorporated national BDApr 9, 2001 to Dec 1, 2006 · Chesterfield, Mo
Moves
a registration end followed by a registration begin elsewhere
- Cutter & Company, Inc. to Prospera Financial Services, Inc.left May 16, 2025, registered May 16, 2025 (0 days) · corporate re-registration, not a move
- Securities America Advisors, Inc. to Cutter & Company, Inc.left Jul 17, 2017, registered Jul 25, 2017 (8 days) · Other
- Bolton Global Asset Management to Securities America Advisors, Inc.left Mar 5, 2012, registered Feb 29, 2012 (-5 days) · Other
- Stifel, Nicolaus & Company, Incorporated to Bolton Global Asset Managementleft Dec 1, 2006, registered Apr 27, 2007 (147 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address