# JOSHUA WILLIAM PATTERSON

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2026-07-02 | present | Yes |
| [AVIDIAN WEALTH ENTERPRISES, LLC](https://search.stillhousedata.com/firm/127186) | 2018-05-18 | 2026-07-08 | — |
| [WESTPARK WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/130914) | 2004-05-13 | 2017-12-31 | — |
| [IMS SECURITIES, INC.](https://search.stillhousedata.com/firm/35567) | 2002-06-28 | 2004-12-31 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2001-08-20 | 2002-07-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3077302)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3077302.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.