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

CATHOLIC VALUES ENDOWMENT ADVISORY GROUP LLC

Current firm class

state registeredderived

Book size

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

Industry start

Feb 19, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Feb 19, 1988

First registration

Jan 1, 2024

Dual registered

no

Other names

JOE WARWICK|JOSEPH WARWICK

IAPD individual key

1790712

• Occurred

  Sep 17, 2024
  Advisor changed firm

  Joseph Michael Warwick left Patriot Investment Management Group Inc for Catholic Values Endowment Advisory Group Llc (registered 2026-05-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:18829d32-1cfc-8f77-429b-c0051e127752

First observed

Jan 1, 2024

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.