William Patterson has been Founder of Silverleafe Capital Partners since September 2004, is a control person of the firm and directly owns under 5% of it.
Silverleafe Capital Partners, LLC is a Germantown, TN firm with $449M under management, 179 clients and 4 advisers in one office, as of its March 2026 filing.
William Patterson’s longest registration was 20 years at Silverleafe Capital Partners, LLC (2005–2025).
- – · 20 yearsGermantown, TN · Adviser representative · Firm CRD 133174
- Stanford Group Company– · under a yearMemphis, TN · Adviser representative · Firm CRD 39285
- Merrill Lynch Pierce Fenner & Smith Inc.– · 8 yearsMemphis, TN · Adviser representative · Firm CRD 7691
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 25 September 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 1993 |
| Series 7 | General Securities Representative Examination | 10 February 1993 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Daniel Patterson
- CRD
- 2308730
- Firm
- Silverleafe Capital Partners · CRD 133174
- Role
- Founder
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does William Patterson work?
William Patterson has been Founder of Silverleafe Capital Partners, LLC since September 2004, and is a control person of the firm.
Does William Patterson have a current investment-adviser registration?
William Patterson has no current investment-adviser or broker registration.
What exams has William Patterson passed?
William Patterson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in February 1993.
Where was William Patterson previously registered as an investment adviser?
William Patterson has past investment-adviser registrations through Silverleafe Capital Partners, LLC, February 2005 to December 2025; Stanford Group Company, June 2004 to October 2004; Merrill Lynch Pierce Fenner & Smith Inc., August 1995 to June 2004, across 3 firms.
Is William Patterson registered with FINRA?
No. William Patterson has no current broker registration.
How can I verify William Patterson’s record?
Search CRD 2308730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Patterson’s full registration record.