Mark Patterson Fellows

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Benjamin F Edwards & Co
  Denver, CO

Previous Registrations

• 2008-01-01 → 2013-10-15
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
• 1999-01-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Greenwood Village, CO
  St. Louis, MO

Other Businesses

TRUSTEE FOR BROTHER; INVESTMENT RELATED; HIGHLAND RANCH, CO; START DATE=2000 TRUSTEE FOR BROTHER; INVESTMENT RELATED; LITTLETON, CO; START DATE=2007; LESS THAN 1 HR PER MTH/LESS THAN 1 HR DURING MARKET. CO-TRUSTEE FOR FAMILY TRUST; INVESTMENT RELATED; LITTLETON, CO; START DATE=2007; LESS THAN 1 HR PER MTH/LESS THAN 1 HR DURING MARKET. CO-TRUSTEE FOR DECEASED MOTHER'S TRUSTS; INVESTMENT RELATED; LITTLETON, CO; START DATE=2007; LESS THAN 1 HR PER MTH/LESS THAN 1 HR DURING MARKET. EXECUTOR FOR NANCY PATTON ESTATE; INVESTMENT RELATED - START DATE: 02/22/2022 - LESS THAN 1 HR PER MTH/LESS THAN 1 HR DURING MARKET.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-30