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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

KERRI ANN PATRICK

Advisor at LPL FINANCIAL LLC

WEST LINN, OR

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Search this name across graphsid dfx:ria:87e55211-ba6d-5f21-7e6a-bbe463b39d24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 11, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 10, 1995
First registration: May 11, 1998
Dual registered: yes, broker-dealer
Other names: KERRI WRIGHT|KERRI PATRICK
IAPD individual key: 2365726

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 14, 2020	n/a	yes	WEST LINN, OR	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Nov 8, 2017	no	WEST LINN, OR\|PHOENIX, AZ\|LA CROSSE, WI	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Sep 25, 2002	Feb 10, 2004	no	WEST LINN, OR	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	May 11, 1998	Jul 11, 2002	no	LAKE OSWEGO, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	LPL FINANCIAL LLC	Nov 8, 2017	Oct 14, 2020	1,071	Firm change after gap	Ibd to ibd
COMMONWEALTH FINANCIAL NETWORK	SAGEPOINT FINANCIAL, INC.	Feb 10, 2004	Oct 31, 2005	629	Firm change after gap	Other
VERAVEST INVESTMENT ADVISORS, INC.	COMMONWEALTH FINANCIAL NETWORK	Jul 11, 2002	Sep 25, 2002	76	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 14, 2020 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Nov 8, 2017factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Sep 25, 2002 to Feb 10, 2004factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 11, 1998 to Jul 11, 2002factForm ADV

Dated events

No dated event names this entity yet.