Shad Patterson

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dublin, OH
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Dublin, OH
• 06/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Dublin, OH

Previous Registrations

• 2008-05-16 → 2023-06-09
  Wells Fargo Clearing Services, Llc
  Columbus, OH
  Dublin, OH
• 1999-08-13 → 2008-05-29
  Ubs Financial Services Inc.
  Columbus, OH
  Upper Arlington, OH

Other Businesses

TRI-OAK PRIVATE WEALTH MANAGEMENT, LLC, INV RELATED, DUBLIN, OH, 30.6% OWNERSHIP, START 6/9/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET.| REDOAK LLC, INV RELATED, DUBLIN, OH, 100% OWNERSHIP, START 6/15/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| COMMERCIAL RENTAL PROPERTY; INV. RELATED; DUBLIN, OH; 25% OWNERSHIP; START DATE: 10/1/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING.| TRI-OAK REAL ESTATE 86 LLC; INV. RELATED; DUBLIN, OH; 25% OWNERSHIP; LLC TO HOLD COMMERCIAL PROPERTY; START DATE: 9/20/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS.| RENTAL PROPERTY; INV RELATED; DAYTONA SHORES, FL; 25% OWNERSHIP; START DATE 06/30/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | TRI-OAK REAL ESTATE; INV RELATED; DAYTONA SHORES, FL; LLC TO OWN INVESTMENT AND RENTAL PROPERTY; 25% OWNERSHIP; START DATE 06/30/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | RENTAL PROPERTY - 605; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/30/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; TRI-OAK REAL ESTATE 605; INV RELATED;PORT CLINTON,OH; INVESTMENT AND RENTAL HOME;20% OWNERSHIP; START DATE: 06/30/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-09
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Shad M Patterson
• Shad Milton Patterson