Thomas Charles Paterson

Current Employers

True Private Wealth Advisors, Llc

1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2023-09-01
TX	RA	APPROVED	2023-09-01

OR RA
APPROVED

Since 2023-09-01
TX RA
APPROVED

Since 2023-09-01

Branch Locations

400 Ne 2Nd St., Mcminnville, OR 97128 • United States

1781 Liberty Street Se Suite 200, Salem, OR 97302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
United Capital Financial Advisers, Llc	Newport Beach	CA	07/2015	05/2019
True Private Wealth Advisors, Llc	Salem	OR	09/2023	Present
Goldman Sachs Personal Financial Management	Mcminnville	OR	05/2019	09/2023

07/2015 → 05/2019

United Capital Financial Advisers, Llc

Newport Beach, CA
09/2023 → Present

True Private Wealth Advisors, Llc

Salem, OR
05/2019 → 09/2023

Goldman Sachs Personal Financial Management

Mcminnville, OR

Previous Registrations

2015-07-17 → 2023-10-13

United Capital Financial Advisors

Mcminnville, OR
2011-07-21 → 2017-11-02

Wickman Paterson Corrigan

Mcminnville, OR
2007-12-08 → 2011-07-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salem, OR

Other Businesses

1. Owner at Patman, LLC, a commercial property holding company. Organization's primary address is in McMinnville, OR. Organization is not primarily engaged in investment-related activities. Start Date is July 12th, 2016. Six hours per year. Duties include depositing income in the LLC's bank account.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-09

S66 Uniform Combined State Law Examination

2007-11-09

Designations

Other Names

Thomas Charles Paterson
Thomas Paterson
Tommy Paterson

View on SEC IAPD