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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Morgan Hill, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bell Capital Llc | Los Altos | CA | 01/2012 | Present |
| Rainmaker Securities Llc | Chicago | IL | 07/2016 | 03/2019 |
ERIC PATTERSON IS MANAGING PARTNER AND CIO OF THREE BELL CAPITAL, A WEALTH MANAGEMENT BUSINESS IN LOS ALTOS CALIFORNIA. ERIC SPENDS APPROXIMATELY 160 HOURS PER MONTH SERVING CLIENT BY INVESTING ASSETS AND ADVISING ON TAX AND ESTATE PLANNING MATTERS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2011-04-01 |
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