Michael S Patterson

Current Employers

Employment History

• 01/2006 → 10/2020
  Patterson Management Inc
  Pickens, SC
• 07/2009 → 09/2025
  Avantax Investment Services, Inc.
  Anderson, SC
• 09/2010 → 09/2025
  Avantax Advisory Services
  Anderson, SC
• 01/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Anderson, SC
• 04/2018 → Present
  Peacock Properties Llc
  Anderson, SC
• 11/2020 → Present
  Kave Enterprises Llc D/B/A Upstate Tax
  Anderson, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greenville, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2026 → Present
  Atlantic Coast Conference
  Clemson University, SC

Previous Registrations

• 2010-09-10 → 2025-09-05
  Avantax Advisory Services
  Seneca, SC
  Anderson, SC

Other Businesses

2) Core Financial Resources LLC~103 Mountain View Dr~Seneca~SC~29672~Accounting~Accountant/Bookkeeper~12/13/2011~160hrs~140hrs~Tax Preparation 3) Patterson Property Management LLC~103 Mountain View Rd~Seneca~SC~29672~Rental Property Owner/Management~Partner/General Partner~11/30/2009~5hrs~1hrs~Managing Properties 4) Peacock Properties LLC~1510 N Main St~Anderson~SC~29621~Rental Property~Other~4/17/2018~1hrs~1hrs~Collecting Rent 5) KAVE ENTERPRISES LLC D/B/A UPSTATE TAX; POSITION: General Manager NATURE: Individual income tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/04/2020 ADDRESS: 1510 N Main Street, Anderson SC 29621, United States DESCRIPTION: Oversee operations 6) CADENCE HCM LLC POSITION: None other than those outlined in question 20.1 & 20.1.1 NATURE: Payroll & Human Capital Management. See question 28. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1510 N Main Street, Anderson SC 29621, United States DESCRIPTION: None. Manager runs activity 7) SPECIAL NEEDS TRUST OF TAKEL WRIGHT POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2012 ADDRESS: 1510 N Main St, Anderson SC 29621, United States DESCRIPTION: Manage Trust 8) NAME OF OTHER BUSINESS: ATLANTIC COAST CONFERENCE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: 105 SIKES HALL CLEMSON UNIVERSITY SC 29634 START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: RED HAT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FOOTBALL OFFICIATING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-24
• S63 Uniform Securities Agent State Law Examination
  2009-11-30

Designations

Other Names

• Michael Scott Patterson
• Scott Patterson