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
Joshua William Patterson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Josh Patterson
At current firm
0 y
since Jul 2, 2026
In the industry
28 y
since Aug 6, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Jul 2, 2026 · Houston, Tx
- Avidian Wealth Solutions independent RIAMay 18, 2018 to Jul 8, 2026 · Houston, Tx
- Westpark Wealth Advisors, Inc. independent RIAMay 13, 2004 to Dec 31, 2017 · Houston, Tx
- Ims Securities, Inc. unclassifiedJun 28, 2002 to Dec 31, 2004 · Houston, Tx
- Morgan Stanley Dw Inc. unclassifiedAug 20, 2001 to Jul 9, 2002 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Avidian Wealth Solutions to Concurrent Investment Advisors, LLCleft Jul 8, 2026, registered Jul 2, 2026 (-6 days) · RIA to RIA · moved with a team
- Westpark Wealth Advisors, Inc. to Avidian Wealth Solutionsleft Dec 31, 2017, registered May 18, 2018 (138 days) · Other
- Ims Securities, Inc. to Westpark Wealth Advisors, Inc.left Dec 31, 2004, registered May 13, 2004 (-232 days) · Other
- Morgan Stanley Dw Inc. to Ims Securities, Inc.left Jul 9, 2002, registered Jun 28, 2002 (-11 days) · Other
Signals
- Joshua William Patterson left Avidian Wealth Solutions for Concurrent Investment Advisors, Llc (registered 2026-07-02)Jul 8, 2026 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address