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Adrienne Lana Zingrich

The Patten Group, Inc.

Chattanooga, TN

CRD 5364434

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Employer firm

The Patten Group, Inc. CRD 168255

$725M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Patten Group, Inc.

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2014-12-22
  • TN RA
    APPROVED
    Since 2014-12-22

Branch Locations

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Patten Group, Inc. Chattanooga TN 10/2014 Present
Ashlee Patten Group, Llc Chattanooga TN 12/2014 03/2020
  • 10/2014 → Present
    The Patten Group, Inc.
    Chattanooga, TN
  • 12/2014 → 03/2020
    Ashlee Patten Group, Llc
    Chattanooga, TN
Previous Registrations
  • 2015-08-24 → 2020-03-05
    Ashlee Patten Group, Llc
    Chattanooga, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-21
  • S65 Uniform Investment Adviser Law Examination
    2014-12-21
Designations
  • Certified Financial Planner
Other Names
  • Adrienne Lana Zingrich
  • Adrienne Lana Hamilton

View on SEC IAPD

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