LORI D PATTERSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with CENTERPOINT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CENTERPOINT ADVISORS, LLC | 2012-06-22 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-05-29 | 2012-05-30 | — |
| LPL FINANCIAL LLC | 2010-12-03 | 2011-02-10 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2008-06-10 | 2010-03-26 | — |
| MORGAN STANLEY & CO. LLC | 2008-01-25 | 2008-05-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-12-19 | 2008-01-29 | — |
| UBS FINANCIAL SERVICES INC. | 2004-01-09 | 2006-11-29 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-06-27 | 2003-09-18 | — |