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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• L••• B••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedBrentwood, Tndual registrantIAPD 3160357

Feed of 09/14/2026

Also filed as Jeanne Lynn Patterson

At current firm

2 y

since Jul 31, 2024

In the industry

27 y

since Jan 8, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since Jul 31, 2024 · Brentwood, Tn
N•• E••• W••••• BD affiliated
Apr 23, 2024 to Jun 24, 2024 · Franklin, Tn
R•••••• J•••• • A••••••••• I••• national BD
Feb 13, 2013 to Apr 26, 2024 · Nashville, Tn
M••••• K••••• • C••••••• L•• former
Jun 7, 2011 to Feb 13, 2013 · Nashville, Tn
M••••• S•••••• wirehouse
Jun 1, 2009 to Apr 26, 2010 · Nashville, Tn
C•••••••• G••••• M•••••• I••• BD affiliated
Apr 8, 2004 to Jun 1, 2009 · Nashville, Tn

Moves

a registration end followed by a registration begin elsewhere

N•• E••• W••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jun 24, 2024, registered Jul 31, 2024 (37 days) · Affiliated broker-dealer or bank to another
R•••••• J•••• • A••••••••• I••• to N•• E••• W•••••
left Apr 26, 2024, registered Apr 23, 2024 (-3 days) · Affiliated broker-dealer or bank to another
M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
M••••• S•••••• to M••••• K••••• • C••••••• L••
left Apr 26, 2010, registered Jun 7, 2011 (407 days) · Other
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

J••••• L••• B•••• left N•• E••• W••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-07-31)
Jun 24, 2024 · Advisor changed firm · fact
J••••• L••• B•••• left R•••••• J•••• • A••••••••• I••• for N•• E••• W••••• (registered 2024-04-23)
Apr 26, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address