Lavonne Nicole Patterson

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

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

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-12-01
MD	RA	APPROVED	2020-03-13

Branch Locations

12510 Prosperity Dr Suite 350, Silver Spring, MD 20904 • United States

6550 Rock Spring Dr Suite 510, Bethesda, MD 20817 • United States

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

Organization	City	State	From	To
Morgan Stanley	Potomac	MD	07/2017	05/2019
Comcast	Millersville	MD	02/2011	05/2017
Morgan Stanley Private Bank, National Association	New York	NY	10/2017	05/2019
Financial Engines Advisors L.L.C.	Santa Clara	CA	05/2019	12/2021
Financial Engines Advisors L.L.C.	Santa Clara	MD	12/2021	Present

07/2017 → 05/2019

Morgan Stanley

Potomac, MD
02/2011 → 05/2017

Comcast

Millersville, MD
10/2017 → 05/2019

Morgan Stanley Private Bank, National Association

New York, NY
05/2019 → 12/2021

Financial Engines Advisors L.L.C.

Santa Clara, CA
12/2021 → Present

Financial Engines Advisors L.L.C.

Santa Clara, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-14