Kevin Patterson is a registered investment advisor, based in Cedar Rapids, IA, with 22 years of industry experience.
Location
Cedar Rapids, IA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2022 - Present · 3 yrs 7 mos
Cambridge Investment Research, INC.
October 2022 - Present · 3 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Vigilant Distributors, LLCBroker
July 2022 - October 2022 · 3 mos
Cambridge Investment Research Advisors, INC.
January 2017 - July 2022 · 5 yrs 6 mos
Cambridge Investment Research, INC.Broker
September 2016 - July 2022 · 5 yrs 10 mos
Transamerica Investors Securities CorporationBroker
May 2016 - September 2016 · 4 mos
CUNA Brokerage Services, INC.Broker
November 2001 - November 2014 · 13 yrs
State Registrations1 state
IA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.