Lori D Patterson

Employer firm

Centerpoint Advisors, LLC CRD 156698

$732M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Centerpoint Advisors
  Newton, MA
• 10/2016 → Present
  Arthur W. Wood Company, Inc.
  Boston, MA

Previous Registrations

• 2012-05-29 → 2012-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
  New York, NY
• 2010-12-03 → 2011-02-10
  Lpl Financial Llc
  Boston, MA
• 2008-06-10 → 2010-03-26
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 2008-01-25 → 2008-05-07
  Morgan Stanley & Co. Llc
  Wellesley, MA
• 2006-12-19 → 2008-01-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2004-01-09 → 2006-11-29
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
• 2002-06-27 → 2003-09-18
  Banc Of America Investment Services, Inc.
  Knoxville, TN

Other Businesses

LAFAYETTE HOUSE, NONINVESTMENT RELATED.109 WASHINGTON ST, FOXBOROUGH, MA.RESTUARANT.HOSTESS.20HRS/MTH ONLY ON SATURDAYS. - Non Investment Related CENTERPOINT ADVISORS, LLC; INVESTMENT RELATED; 160 HOURS/ MONTH - customer service operations

Exams

• S66 Uniform Combined State Law Examination
  2000-12-04

Other Names

• Lori Dionne Day
• Lori D Day
• Lori Dionne Patterson