Linda T. Patterson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Thomson Patterson, who also goes by Linda Patterson, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1999. Linda had worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 2, 2024 - January 6, 2025
MEEDER PUBLIC FUNDS, INC.
February 3, 2006 - July 2, 2021
PATTERSON & ASSOCIATES
September 7, 1999 - December 31, 2005
PATTERSON & ASSOCIATES
Primary Firm SEC Registration
MEEDER PUBLIC FUNDS, INC.
CRD#: 106816 / SEC#: 801-37125
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 3/22/1994
Non-Member General Securities ExaminationCurrent Firm
MEEDER PUBLIC FUNDS, INC.
CRD#: 106816 / SEC#: 801-37125
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 781 |
| AUM (Assets Under Management) | $ 59,252,706,118 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2024 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
