Michael W Patterson

Current Employers

Employment History

• 01/2007 → 10/2017
  Sii Investments, Inc.
  Portland, OR
• 10/2017 → 06/2024
  Securities America Inc.
  Portland, OR
• 10/2017 → 06/2024
  Securities America Advisors
  Portland, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Portland, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Portland, OR

Previous Registrations

• 2017-10-23 → 2024-06-14
  Securities America Advisors, Inc.
  Portland, OR
• 2007-02-09 → 2017-10-20
  Sii Investments, Inc.
  Portland, OR

Other Businesses

1. Position: Sales Nature: Insurance Sales Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 10/17/2017 Address: 10250 SW GREENBURG RD, STE 120, PORTLAND OR 97223 Description: Insurance sales for Long Term Care Insurance, Term life and Fixed Annuities. 2. PATTERSON ADVISORY POSITION: Owner NATURE: Financial advisory services and products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/17/2017 ADDRESS: 10520 SW GREENBURG RD STE 120, PORTLAND OR 97223, United States DESCRIPTION: Financial planning and advisory services. 3. PORTLAND COMMUNITY COLLEGE POSITION: Instructor NATURE: Part time instructor at Portland Community College. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2020 ADDRESS: 241 SW Edgeway Dr, Hillsboro OR 97006, United States DESCRIPTION: Instructor for personal finance classes offered to community by Portland Community College. Classes will occur twice per year, involving two classroom or online sessions. Students will be from community, seeking instruction related to personal finances. Topics to include retirement planning, Medicare, Social Security. Marketing is provided by Portland Community College with only the class title and a 2-3 line description. Optional one-on-one consultations offered as part of class. Strict no-solicitation rules are in place and enforced by college staff. 4. PATTERSON FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 02/09/2023 ADDRESS: 10690 NW Jericho CT, Portland OR 97229, United States DESCRIPTION: Tax entity for financial practice. 5. THE GUIDANCE GROUP POSITION: Admin Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 10220 SW Greenburg RD, STE 111, Portland OR 97223, United States DESCRIPTION: Provide administrative support to principal. 6. PATTERSON ADVISORY POSITION: Owner NATURE: Financial advisory services and products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/17/2017 ADDRESS: 10220 SW GREENBURG RD STE 120, PORTLAND OR 97223, United States DESCRIPTION: Financial planning and advisory services.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02
• S63 Uniform Securities Agent State Law Examination
  2006-05-27

Designations