William D. Patterson
Professional summary
William Daniel Patterson, who also goes by Dan Patterson, Daniel Patterson, is a registered financial advisor currently at SILVERLEAFE CAPITAL PARTNERS, LLC located in Germantown, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Daniel Patterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2005 - Present
SILVERLEAFE CAPITAL PARTNERS, LLC
Office #1: 6815 Poplar Avenue, Suite 205, Germantown, TN 38138June 9, 2004 - October 1, 2004
STANFORD GROUP COMPANY
June 9, 2004 - October 1, 2004
STANFORD GROUP COMPANY
August 31, 1995 - June 10, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 16, 1993 - June 10, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SILVERLEAFE CAPITAL PARTNERS, LLC
CRD#: 133174 / SEC#: 801-63594
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2016)
Exams
Current Firm
SILVERLEAFE CAPITAL PARTNERS, LLC
CRD#: 133174 / SEC#: 801-63594
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 650 |
| AUM (Assets Under Management) | $ 435,764,302 |
Red Flags
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Company Information
SILVERLEAFE CAPITAL PARTNERS, LLC
CRD#: 133174Germantown, TN 38138TRUST BUT VERIFY
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