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
Lauren Ann Patterson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Lauren Ann Langlois
At current firm
8 y
since Jan 18, 2018
In the industry
15 y
since Jun 6, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Alders Financial Solutions state registered currentsince Jul 1, 2020 · Novato, Ca
- LPL Financial LLC BD affiliated currentsince Jan 18, 2018 · Novato, Ca
- Alders Financial Solutions formerDec 3, 2019 to Dec 8, 2020 · Novato, Ca
- Financial Connections Group, Inc. formerNov 9, 2016 to Jan 2, 2018 · Larkspur, Ca
- Polaris Wealth Advisory Group formerMar 3, 2016 to Apr 29, 2016 · San Rafael, Ca
- Titus Wealth Management formerMar 31, 2015 to Jan 15, 2016 · Larkspur, Ca
- Cetera Advisor Networks LLC formerFeb 27, 2012 to Jan 9, 2015 · Greenbrae, Ca
Moves
a registration end followed by a registration begin elsewhere
- Alders Financial Solutions to Alders Financial Solutionsleft Dec 8, 2020, registered Jul 1, 2020 (-160 days) · channel change inside one enterprise, not a move · moved with a team
- Financial Connections Group, Inc. to LPL Financial LLCleft Jan 2, 2018, registered Jan 18, 2018 (16 days) · Other
- Polaris Wealth Advisory Group to Financial Connections Group, Inc.left Apr 29, 2016, registered Nov 9, 2016 (194 days) · Other
- Titus Wealth Management to Polaris Wealth Advisory Groupleft Jan 15, 2016, registered Mar 3, 2016 (48 days) · Other
- Cetera Advisor Networks LLC to Titus Wealth Managementleft Jan 9, 2015, registered Mar 31, 2015 (81 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address