JL
James Luke Patterson
CRD 2702156
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Avidian Wealth Enterprises, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Avidian Wealth Enterprises, Llc
Chief Executive Officer / Managing Member · Less than 5% · Jul 2024
-
Avidian Wealth Enterprises, Llc
Member / Meridian Mlj, Llc · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗