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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-01-04 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
St Johns, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Patterson Cpa Group, Inc. D/B/A Patterson Financial | Ponte Vedra Beach | FL | 08/2011 | 12/2022 |
| Lifeworks Advisors, Llc | St Johns | FL | 09/2021 | 11/2023 |
| Innovative Wealth Strategies, Llc | Jacksonville | FL | 11/2023 | Present |
| St. Johns Wealth Advisors, Llc | Jacksonville | FL | 09/2021 | Present |
| The Patterson Cpa Group, Inc. | Ponte Vedra Beach | FL | 01/2008 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-28 |
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