• 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.
PHIMAR DALE PATTERSON
CRD#: 4493857
IA
Investment Adviser
B
Previous Broker
PR SQUARED WEALTH MANAGEMENT LLCCRD#: 309595 1770 THE EXCHANGE
SUITE 220
ATLANTA, GA 30339
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2014 - 2015 (1 year)2 FIRMS2015 - 2018 (2 years)2 FIRMS2018 - 2020 (2 years)IAPR SQUARED WEALTH MANAGEMENT LLC (CRD# 309595)2020 - Present (4 years)BMML INVESTORS SERVICES, LLC (CRD# 10409)2013 - 2014 (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2002 - 2007 (5 years)
License(s)

State Registrations

IA
Georgia 7/31/2020

Current Registration(s)
IA
PR SQUARED WEALTH MANAGEMENT LLC (CRD#:309595)
1770 THE EXCHANGE SUITE 220, ATLANTA, GA 30339
Registered with this firm since 7/31/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/19/2018 - 08/10/2020 AMERITAS ADVISORY SERVICES (CRD#:14869) Atlanta, GA
B
03/16/2018 - 08/10/2020 AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869) Atlanta, GA
IA
06/25/2015 - 03/15/2018 MADISON AVENUE SECURITIES, LLC (CRD#:23224) Atlanta, GA
B
06/10/2015 - 03/15/2018 MADISON AVENUE SECURITIES, LLC (CRD#:23224) Atlanta, GA
IA
04/29/2014 - 05/19/2015 METLIFE SECURITIES INC. (CRD#:14251) ATLANTA, GA
B
03/06/2014 - 05/19/2015 METLIFE SECURITIES INC. (CRD#:14251) ATLANTA, GA
B
08/21/2013 - 02/10/2014 MML INVESTORS SERVICES, LLC (CRD#:10409) ATLANTA, GA
B
04/29/2002 - 05/08/2007 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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.