Brandon David Patterson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 07/2021
  Cambridge Investment Research Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 05/2016 → 10/2018
  Sleepy Hollow Golf Course
  Alliance, OH
• 02/2019 → 03/2019
  Fishers Foods
  Canton, OH
• 01/2019 → 03/2019
  Rinehart's Home Services Inc
  Canton, OH
• 05/2019 → 08/2019
  Glenmoor Country Club
  Canton, OH
• 03/2020 → 12/2023
  Business Underwriters Associates
  Fairlawn, OH
• 08/2014 → 05/2018
  Malvern High School
  Malvern, OH
• 08/2018 → 05/2021
  University Of Mount Union
  Alliance, OH
• 06/2020 → 10/2021
  West Branch High School
  Beloit, OH
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) BRANDON PATTERSON, 517 E MAIN ST, LOUISVILLE, OH, 01/17/2022, Insurance Agent, 1099 Contractor, INV REL, 40 HR/MO - 35 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 01/31/2023 3) RAMSEY FINANCIAL GROUP, 517 E MAIN ST, LOUISVILLE, OH, 01/2023, OWNER, OBA, NIR, 160 HR/MO, 130 HR/MO TRADING. 4) SMART VESTOR PRO, 517 E Main St, Louisville OH 44641, 08/2023, NETWORKING, NIR, 10 HR/MO, 10 HR/MO TRADING. 5) PATTERSON RENTALS, 1873 Allen Dr, Salem OH 44460, United States, 06/2025, OWNER, REAL ESTATE, NIR, 2 HR/MO - 0 HR/MO TRADING. 6) RAMSEY FINANCIAL GROUP, 4450 Belden Village St NW, Suite 301, Canton OH 44646, United States, 01/31/2023, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, NIR, 160 HR/MO - 130 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-11-09