# LORI D PATTERSON

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CENTERPOINT ADVISORS, LLC](https://search.stillhousedata.com/firm/156698) | 2012-06-22 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-05-29 | 2012-05-30 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-12-03 | 2011-02-10 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2008-06-10 | 2010-03-26 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2008-01-25 | 2008-05-07 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-12-19 | 2008-01-29 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2004-01-09 | 2006-11-29 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2002-06-27 | 2003-09-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3206154)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3206154.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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