• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
PATTERSON JAMES MCKINLAY
CRD#: 2515175
IA
Investment Adviser
B
Broker
GLOBAL RETIREMENT PARTNERS LLCCRD#: 172011 8055 E. TUFTS AVE.
SUITE 1000
DENVER, CO 80237
LPL FINANCIAL LLCCRD#: 6413 8055 E TUFTS AVE, STE 1000
DENVER, CO 80237
Registration History
19952000200520102015202020252 FIRMS2002 - 2003 (<1 year)3 FIRMS2003 - 2004 (<1 year)2 FIRMS2004 - 2010 (6 years)2 FIRMS2010 - 2014 (4 years)2 FIRMS2014 - Present (10 years)BWACHOVIA SECURITIES FINANCIAL ... (CRD# 11025)2001 - 2002 (1 year)BJWGENESIS FINANCIAL GROUP, INC (CRD# 38166)1999 - 2001 (2 years)BCHATFIELD DEAN & CO., INC. (CRD# 14714)1994 - 1999 (4 years)IAWACHOVIA SECURITIES FINANCIAL ... (CRD# 11025)2002 - 2002 (<1 year)
License(s)

State Registrations

B
Arkansas 1/13/2021

B
Maine 11/2/2020

B
California 9/25/2014

B
New Mexico 9/25/2014

IA
California 10/28/2014

IA
New Mexico 10/29/2014

B
Colorado 9/25/2014

B
New York 1/12/2016

IA
Colorado 10/28/2014

IA
New York 6/2/2021

B
District of Columbia 9/25/2014

B
Ohio 2/2/2022

B
Florida 9/29/2016

B
Oklahoma 1/23/2018

B
Idaho 3/26/2019

B
Tennessee 1/18/2019

IA
Illinois 6/4/2021

B
Texas 4/20/2018

B
Kansas 9/25/2014

IA
Texas 6/1/2021

IA
Kansas 10/28/2014

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
GLOBAL RETIREMENT PARTNERS LLC (CRD#:172011)
8055 E. TUFTS AVE. SUITE 1000, DENVER, CO 80237
Registered with this firm since 10/28/2014

B
LPL FINANCIAL LLC (CRD#:6413)
8055 E TUFTS AVE, STE 1000, DENVER, CO 80237
PARKER, CO
Registered with this firm since 9/25/2014

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/20/2010 - 12/24/2014 FINANCIAL TELESIS, INC. (CRD#:31012) DENVER, CO
B
10/20/2010 - 12/03/2014 FINANCIAL TELESIS INC (CRD#:31012) DENVER, CO
IA
10/25/2004 - 10/22/2010 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) DENVER, CO
B
06/03/2004 - 10/22/2010 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) DENVER, CO
IA
06/18/2003 - 02/12/2004 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) DENVER, CO
B
06/18/2003 - 02/12/2004 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
06/18/2003 - 02/12/2004 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
IA
10/22/2002 - 04/16/2003 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) FORT COLLINS, CO
B
10/22/2002 - 04/16/2003 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) ST. CLOUD, MN
IA
07/09/2002 - 10/22/2002 WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (CRD#:11025) GREENWOOD VILLAGE, CO
B
01/02/2001 - 10/22/2002 WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (CRD#:11025) ST. LOUIS, MO
B
01/04/1999 - 01/02/2001 JWGENESIS FINANCIAL GROUP, INC (CRD#:38166) BOCA RATON, FL
B
08/23/1994 - 01/04/1999 CHATFIELD DEAN & CO., INC. (CRD#:14714) GREENWOOD VILLAGE, CO
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.