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.

Current firm

LAUREL OAK WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 22, 2021

First registration

Oct 13, 2021

Dual registered

no

Other names

Patrick Anthony McCrindle

IAPD individual key

7321719

• Occurred

  Jul 31, 2025
  Advisor changed firm

  Patrick A Mccrindle left Ameriprise Financial Services, Llc for Laurel Oak Wealth Management, Llc (registered 2026-04-29)

  Form ADVobserved 5 days ago
• Occurred

  May 2, 2025
  Advisor changed firm

  Patrick A Mccrindle left Private Advisor Group, Llc for Ameriprise Financial Services, Llc (registered 2025-04-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:02f54dea-fb70-9a6b-4f09-9f5c67c00986

First observed

Oct 13, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.