JOSHUA WILLIAM PATTERSON is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-07-02 | present | Yes |
| AVIDIAN WEALTH ENTERPRISES, LLC | 2018-05-18 | 2026-07-08 | — |
| WESTPARK WEALTH ADVISORS, INC. | 2004-05-13 | 2017-12-31 | — |
| IMS SECURITIES, INC. | 2002-06-28 | 2004-12-31 | — |
| MORGAN STANLEY DW INC. | 2001-08-20 | 2002-07-09 | — |