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RIA / WealthAdvisor45 years in industry

PATRICK ALLAN THOMAS

Advisor at FORTIS CAPITAL ADVISORS, LLC

PRAIRIE VILLAGE, KS | Atlanta, GA

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Search this name across graphsid dfx:ria:1acc60e1-bf61-78e4-92cd-3870943ce885

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 19, 2010 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: FORTIS CAPITAL ADVISORS, 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: Jul 27, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 27, 1981
First registration: Feb 19, 2010
Dual registered: no
IAPD individual key: 735354

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
FORTIS CAPITAL ADVISORS, LLC	Independent wealth	May 28, 2026	n/a	yes	Atlanta, GA\|PRAIRIE VILLAGE, KS	Current employment
MPWM ADVISORY SOLUTIONS LLC	Independent wealth	May 28, 2026	Aug 5, 2026	no	ALPHARETTA, GA	Previous registration
CARDEA CAPITAL ADVISORS, LLC	Independent wealth	Jan 19, 2021	May 22, 2026	no	VERO BEACH, FL	Previous registration
LINDNER CAPITAL ADVISORS, INC.	Former SEC adviser	Dec 5, 2019	Dec 23, 2020	no	ATLANTA, GA	Previous registration
SAN BLAS ADVISORY, INC.	Independent wealth	Aug 5, 2019	Aug 20, 2019	no	Atlanta, GA	Previous registration
PRIVATE WEALTH ADVISORY GROUP, INC.	n/a	Feb 13, 2015	Dec 9, 2016	no	MARIETTA, GA	Previous registration
LINDNER CAPITAL ADVISORS, INC.	Former SEC adviser	Jul 11, 2012	Aug 6, 2019	no	MARIETTA, GA	Previous registration
SUMMIT WEALTH MANAGEMENT, INC	Former SEC adviser	Oct 28, 2011	May 7, 2012	no	ATLANTA, GA	Previous registration
THE MEYERS GROUP, INC.	n/a	Feb 19, 2010	Dec 31, 2010	no	ATLANTA, GA	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
MPWM ADVISORY SOLUTIONS LLC	FORTIS CAPITAL ADVISORS, LLC	Aug 5, 2026	May 28, 2026	-69	Firm change after gap	RIA to RIA
CARDEA CAPITAL ADVISORS, LLC	MPWM ADVISORY SOLUTIONS LLC	May 22, 2026	May 28, 2026	6	Firm change	RIA to RIA
LINDNER CAPITAL ADVISORS, INC.	CARDEA CAPITAL ADVISORS, LLC	Dec 23, 2020	Jan 19, 2021	27	Firm change	RIA to new firm
SAN BLAS ADVISORY, INC.	LINDNER CAPITAL ADVISORS, INC.	Aug 20, 2019	Dec 5, 2019	107	Firm change	RIA to RIA
LINDNER CAPITAL ADVISORS, INC.	PRIVATE WEALTH ADVISORY GROUP, INC.	Aug 6, 2019	Feb 13, 2015	-1,635	Firm change after gap	Other
PRIVATE WEALTH ADVISORY GROUP, INC.	SAN BLAS ADVISORY, INC.	Dec 9, 2016	Aug 5, 2019	969	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT, INC	LINDNER CAPITAL ADVISORS, INC.	May 7, 2012	Jul 11, 2012	65	Firm change	Other
THE MEYERS GROUP, INC.	SUMMIT WEALTH MANAGEMENT, INC	Dec 31, 2010	Oct 28, 2011	301	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108584:307600:GA:2020-12-23	Dec 23, 2020	Jan 19, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (8)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ MPWM ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
May 28, 2026 to Aug 5, 2026factForm ADV
→ CARDEA CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 19, 2021 to May 22, 2026factForm ADV
→ LINDNER CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 5, 2019 to Dec 23, 2020factForm ADV
→ SAN BLAS ADVISORY, INC.Registered adviserregistration: previous registration
Aug 5, 2019 to Aug 20, 2019factForm ADV
→ PRIVATE WEALTH ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 13, 2015 to Dec 9, 2016factForm ADV
→ SUMMIT WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Oct 28, 2011 to May 7, 2012factForm ADV
→ THE MEYERS GROUP, INC.Registered adviserregistration: previous registration
Feb 19, 2010 to Dec 31, 2010factForm ADV

Dated events

Occurred
Aug 5, 2026
Advisor changed firm
Patrick Allan Thomas left Mpwm Advisory Solutions Llc for Fortis Capital Advisors, Llc (registered 2026-05-28)
Form ADVobserved 4 days ago
Occurred
May 22, 2026
Advisor changed firm
Patrick Allan Thomas left Cardea Capital Advisors, Llc for Mpwm Advisory Solutions Llc (registered 2026-05-28)
Form ADVobserved 4 days ago