John K. Patterson
Professional summary
John Knox Patterson III is a registered financial advisor currently at MICHELANGELO PARTNERS, LLC located in Charlotte, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Knox Patterson III's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2011 - Present
MICHELANGELO PARTNERS, LLC
September 26, 2000 - October 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 17, 1998 - October 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 6, 1998 - November 25, 1998
INTERCAROLINA FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2011)
Exams
Current Firm
MICHELANGELO PARTNERS, LLC
CRD#: 159159 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 13,500,000 |
Red Flags
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