Kyle D. Patterson

REVISOR WEALTH MANAGEMENT LLC

Georgetown, TX

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CRD#: 6099035

Professional summary

Kyle Douglas Patterson, who also goes by Kyle Patterson, is a registered financial advisor currently at REVISOR WEALTH MANAGEMENT LLC located in Georgetown, Texas and INDEPENDENCE CAPITAL CO., INC. located in Parma, Ohio.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kyle has worked at 3 firms and has passed the Series 66, Series 63, Series 6TO, Series 86, Series 87, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Patterson

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.

Insurance Agent, Sale of fixed life, annuity, health, disability and long term care insurances, 34305 Solon Rd Suite 60 Solon OH 44139, 11/04/2019, 1 to 3 hrs/month, Compensation: Commission. Investment Advisor, Provide investment/financial planning services, 34305 Solon Rd Suite 60 Solon OH 44139, 07/26/2020, 20 to 25 hrs/month, Compensation: Fee based on AUM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Douglas Patterson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 26, 2020 - Present

REVISOR WEALTH MANAGEMENT LLC

RIA

CRD#: 169814

Georgetown, TX

Current

October 25, 2024 - Present

INDEPENDENCE CAPITAL CO., INC.

Office #1: 5579 Pearl Road, Suite 100, Parma, OH 44129

RIA

CRD#: 24723

Parma, OH

Past

March 4, 2020 - December 31, 2023

INDEPENDENCE CAPITAL CO., INC.

CRD#: 24723

Copley, OH

Past

July 31, 2018 - October 22, 2019

NORTHCOAST RESEARCH PARTNERS, LLC

CRD#: 149109

Cleveland, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVISOR WEALTH MANAGEMENT LLC

LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR

CRD#: 169814 / SEC#: 801-120505

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

California

Registered Investment Advisory firm - (6/17/2021 Terminated)

Ohio

Registered Investment Advisory firm - (4/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/31/2021 Terminated)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Ohio
(7/26/2020)

Ohio
(10/25/2024)

IAR

Texas
(8/4/2021)

Texas
(10/25/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/31/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/25/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 86

Date: 2/11/2019

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 10/8/2018

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

REVISOR WEALTH MANAGEMENT LLC

LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR

CRD#: 169814 / SEC#: 801-120505

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

California

Registered Investment Advisory firm - (6/17/2021 Terminated)

Ohio

Registered Investment Advisory firm - (4/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/31/2021 Terminated)

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Contact information

Main Address

2650 W. Market St. 2nd Floor, Akron, OH 44333

Mailing Address

Phone number

(330) 864-9516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVISOR PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,573
AUM (Assets Under Management)	$ 2,063,780,313

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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Advisor Monitoring

Firm Stability Insights

Kyle D. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Douglas Patterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENCE CAPITAL CO., INC.

INDEPENDENCE CAPITAL CO., INC.

NORTHCOAST RESEARCH PARTNERS, LLC

Primary Firm SEC Registration

REVISOR WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2021

Series 63

Date: 8/31/2018

Series 6TO

Date: 10/25/2024

Series 86

Date: 2/11/2019

Series 87

Date: 10/8/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2018

FINRA

Current Firm

REVISOR WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVISOR WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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