# James Thomas Patrick

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEWEDGE WEALTH, LLC](https://search.stillhousedata.com/firm/307771) | 2025-01-16 | present | Yes |
| [EDGE CAPITAL GROUP, LLC](https://search.stillhousedata.com/firm/297596) | 2018-08-16 | 2025-03-13 | — |
| [EDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/142261) | 2015-03-19 | 2018-08-16 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2003-03-11 | 2007-09-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3260524)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3260524.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.