DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robin Amelia Patterson

Wells Fargo AdvisorswirehouseAtlanta, Gadual registrantIAPD 2917661

Feed of 09/14/2026

Also filed as Amy Northcutt

At current firm

2 y

since Jul 26, 2024

In the industry

29 y

since Sep 5, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jul 26, 2024 · Atlanta, Ga
UBS Financial Services Inc. wirehouse
Jul 22, 2019 to Aug 6, 2024 · Atlanta, Ga
J.P. Morgan Securities LLC wirehouse
May 15, 2006 to Jul 16, 2019 · Atlanta, Ga
Wells Fargo Advisors wirehouse
Jul 1, 2003 to May 12, 2006 · Atlanta, Ga
Prudential Equity Group, LLC unclassified
Apr 23, 2003 to Jul 1, 2003 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

UBS Financial Services Inc. to Wells Fargo Advisors
left Aug 6, 2024, registered Jul 26, 2024 (-11 days) · Wirehouse to wirehouse · moved with a team
J.P. Morgan Securities LLC to UBS Financial Services Inc.
left Jul 16, 2019, registered Jul 22, 2019 (6 days) · Wirehouse to wirehouse
Wells Fargo Advisors to J.P. Morgan Securities LLC
left May 12, 2006, registered May 15, 2006 (3 days) · Wirehouse to wirehouse
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Robin Amelia Patterson left Ubs Financial Services Inc. for Wells Fargo Advisors (registered 2024-07-26)
Aug 6, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address