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Matthew Scott Patterson

Newedge Advisors

New Orleans, LA

Seal Beach, CA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-06
  • CA RA
    APPROVED
    Since 2026-05-06

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

12501 Seal Beach Boulevard Suite 280, Seal Beach, CA 90740 • 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
OrganizationCityStateFromTo
Newedge Securities Pittsburgh PA 05/2025 Present
Ignition Creative Llc London 07/2017 02/2026
Team Whistle New York NY 11/2014 07/2017
Newedge Advisors, Llc New Orleans LA 05/2025 Present
  • 05/2025 → Present
    Newedge Securities
    Pittsburgh, PA
  • 07/2017 → 02/2026
    Ignition Creative Llc
    London
  • 11/2014 → 07/2017
    Team Whistle
    New York, NY
  • 05/2025 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Other Businesses

1. NewEdge Advisors, LLC - DBA Pacific Pointe Advisors; Investment related; Seal Beach, CA; Start date 05/2026; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-09
S65 Uniform Investment Adviser Law Examination 2026-03-11
  • S63 Uniform Securities Agent State Law Examination
    2026-07-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11
Other Names
  • Matt Patterson

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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