John P. Corey
Professional summary
John Patterson Corey, who also goes by Pat Corey, is a registered financial advisor currently at SOUTHBRIDGE CAPITAL PARTNERS LLC located in Chattanooga, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 13 firms and has passed the Series 63, Series 52TO, SIE, Series 3, Series 5, Series 7, Series 24, Series 10, Series 9, Series 53 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patterson Corey's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2024 - Present
SOUTHBRIDGE CAPITAL PARTNERS LLC
Office #1: 407 E. 5th St Suite B, Chattanooga, TN 37403February 1, 2023 - March 9, 2023
LION STREET FINANCIAL, LLC
September 29, 2021 - March 1, 2023
THURSTON SPRINGER ADVISORS
September 7, 2021 - March 1, 2023
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
November 9, 2018 - September 15, 2021
PRINCIPAL SECURITIES, INC.
November 6, 2018 - September 15, 2021
PRINCIPAL SECURITIES, INC.
May 11, 2012 - October 30, 2018
M HOLDINGS SECURITIES, INC.
May 10, 2012 - October 30, 2018
M HOLDINGS SECURITIES, INC.
August 17, 2010 - May 2, 2012
GARTH & BROWN INVESTMENT MANAGEMENT, LLC
December 11, 2009 - May 2, 2012
BROWN ASSOCIATES, INC.
August 16, 2004 - December 17, 2009
MORGAN KEEGAN & COMPANY, LLC
August 16, 2004 - December 17, 2009
MORGAN KEEGAN & COMPANY, LLC
April 27, 2004 - August 24, 2004
CITIGROUP GLOBAL MARKETS INC.
November 14, 1994 - August 24, 2004
CITIGROUP GLOBAL MARKETS INC.
October 4, 1989 - November 7, 1994
MID-ATLANTIC SECURITIES, INC.
July 23, 1984 - August 3, 1989
MID-SOUTH SECURITIES, INC.
March 2, 1982 - July 3, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2024)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 5
Date: 3/30/1982
Interest Rate Options ExaminationCurrent Firm
SOUTHBRIDGE CAPITAL PARTNERS LLC
CRD#: 331473 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 7,270,799 |
Red Flags
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Company Information
SOUTHBRIDGE CAPITAL PARTNERS LLC
CRD#: 331473Chattanooga, TN 37403TRUST BUT VERIFY
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