Phimar D. Patterson

PR SQUARED WEALTH MANAGEMENT LLC

Atlanta, GA 30339

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CRD#: 4493857

Professional summary

Phimar Dale Patterson, CFP® is a registered financial advisor currently at PR SQUARED WEALTH MANAGEMENT LLC located in Atlanta, Georgia.

Phimar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Phimar has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Blue Clover Financial, LLC; Address: same as branch Investment related: yes Nature of business: marketing organization; Title: Owner; Start date: 04/2015; hrs/mo: 10; trading hrs/mo=5; Duties: marketing organization Name: Phimar Patterson, Sole Proprietor; Address: same as branch Investment related: yes Nature of business: selling life insurance, disability insurance, medical insurance and annuities; Title: Insurance Agent; Start date: 03/2013; hrs/mo: 40; trading hrs/mo=20; Duties: advising and selling of life insurance, disability insurance, medical insurance and annuities Name: Unified Legacy Group, LLC; Address: same as branch Investment related: yes Nature of business: marketing organization that will be a single name to prospects when meeting as a team of other professionals-I will only be talking to items related currently offered products and services, Title: Partner; Start date: 03/2019; hrs/mo: hrs/mo=10; trading hrs/mo=2; Duties: my role will be as a strategic planner and insurance sales-life, disability, medical and annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phimar Dale Patterson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 31, 2020 - Present

PR SQUARED WEALTH MANAGEMENT LLC

Office #1: 1770 The Exchange Suite 220, Atlanta, GA 30339

RIA

CRD#: 309595

Atlanta, GA

Past

March 19, 2018 - August 10, 2020

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Atlanta, GA

Past

March 16, 2018 - August 10, 2020

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Atlanta, GA

Past

June 25, 2015 - March 15, 2018

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Atlanta, GA

Past

June 10, 2015 - March 15, 2018

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Atlanta, GA

Past

April 29, 2014 - May 19, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ATLANTA, GA

Past

March 6, 2014 - May 19, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ATLANTA, GA

Past

August 21, 2013 - February 10, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

April 29, 2002 - May 8, 2007

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/31/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/30/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/24/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/26/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PR SQUARED WEALTH MANAGEMENT LLC

CRD#: 309595 / SEC#:

Alabama

Registered Investment Advisory firm - (12/2/2024 Terminated)

Georgia

Registered Investment Advisory firm - (7/31/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1770 The Exchange Suite 220, Atlanta, GA 30339

Mailing Address

Phone number

(678) 719-2735

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 7,934,256

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.

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Firm Stability Insights

Phimar D. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phimar Dale Patterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2013

Series 63

Date: 7/24/2002

Series 7TO

Date: 3/14/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2013

Series 6

Date: 4/26/2002

Current Firm

PR SQUARED WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PR SQUARED WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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