Grant Edmond Patterson

Current Employers

Journey Financial Management, Llc

701 Dishman Ln Suite 2, Bowling Green, KY 42104 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-08-13
FL	RA	APPROVED	2026-05-06
TX	RA	APPROVED	2026-01-12
TN	RA	APPROVED	2024-08-02
KY	RA	APPROVED	2024-06-13

IN RA
APPROVED

Since 2026-08-13
FL RA
APPROVED

Since 2026-05-06
TX RA
APPROVED

Since 2026-01-12
TN RA
APPROVED

Since 2024-08-02
KY RA
APPROVED

Since 2024-06-13

Branch Locations

701 Dishman Ln Suite 2, Bowling Green, KY 42104 • 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

Organization	City	State	From	To
Journey Financial Management	Bowling Green	KY	05/2024	Present
Payroll Vault	Bowling Green	KY	03/2024	11/2025
South Central Bank	Bowling Green	KY	04/2021	03/2024
Turning Point Usa	Bowling Green	KY	09/2020	01/2021
Dcp Construction	Nashville	TN	03/2020	01/2021
Western Kentucky University	Bowling Green	KY	08/2020	05/2024
Harpeth High School	Kingston Springs	TN	05/2016	03/2020

05/2024 → Present

Journey Financial Management

Bowling Green, KY
03/2024 → 11/2025

Payroll Vault

Bowling Green, KY
04/2021 → 03/2024

South Central Bank

Bowling Green, KY
09/2020 → 01/2021

Turning Point Usa

Bowling Green, KY
03/2020 → 01/2021

Dcp Construction

Nashville, TN
08/2020 → 05/2024

Western Kentucky University

Bowling Green, KY
05/2016 → 03/2020

Harpeth High School

Kingston Springs, TN

Other Businesses

LICENSED LIFE INSURANCE AGENT; NON INVESTMENT-RELATED; STATE OF KENTUCKY; 11/12/2024; 5 HRS/MONTH; 5 HRS DURING TRADING HOURS; OFFERING LIFE INSURANCE OPTIONS TO CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-11

S65 Uniform Investment Adviser Law Examination

2024-05-11