James Thomas Patrick is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with NEWEDGE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE WEALTH, LLC | 2025-01-16 | present | Yes |
| EDGE CAPITAL GROUP, LLC | 2018-08-16 | 2025-03-13 | — |
| EDGE ADVISORS, LLC | 2015-03-19 | 2018-08-16 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2003-03-11 | 2007-09-21 | — |