DFX Intelligence

Data Factory

RIA / WealthAdvisor28 years in industry

PATRICK KENNETH BURDICK

Advisor at CORIENT

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e137744-cf86-d570-be37-a1a91b5fc7bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 12, 1998 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: CORIENT
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: Feb 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 11, 1998
First registration: Feb 12, 1998
Dual registered: no
Other names: PATRICK BURDICK
IAPD individual key: 3002868

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
Corient	Independent wealth	Jul 14, 2026	n/a	yes	Houston, TX	Current employment
CAPITAL ADVISORS, INC.	Former SEC adviser	Jan 2, 2019	Jul 17, 2026	no	HOUSTON, TX\|TULSA, OK\|HOUSTON, TX	Previous registration
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Feb 17, 2016	Dec 20, 2018	no	Houston, TX\|RENO, NV	Previous registration
SIGNALWISE LLC	n/a	Nov 1, 2011	Dec 19, 2018	no	BOISE, ID\|HOUSTON, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 12, 2003	Sep 13, 2010	no	THE WOODLANDS, TX\|The Woodlands, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 12, 1998	Mar 4, 2003	no	HOUSTON, TX	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
CAPITAL ADVISORS, INC.	Corient	Jul 17, 2026	Jul 14, 2026	-3	Bulk transfer	RIA to RIA
BELPOINTE ASSET MANAGEMENT LLC	CAPITAL ADVISORS, INC.	Dec 20, 2018	Jan 2, 2019	13	Firm change	RIA to RIA
SIGNALWISE LLC	BELPOINTE ASSET MANAGEMENT LLC	Dec 19, 2018	Feb 17, 2016	-1,036	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	SIGNALWISE LLC	Sep 13, 2010	Nov 1, 2011	414	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Mar 4, 2003	Mar 12, 2003	8	Firm change	Ibd to ibd

Relationships

Registered with (6)

→ CORIENTRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 2, 2019 to Jul 17, 2026factForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 17, 2016 to Dec 20, 2018factForm ADV
→ SIGNALWISE LLCRegistered adviserregistration: previous registration
Nov 1, 2011 to Dec 19, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 12, 2003 to Sep 13, 2010factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 12, 1998 to Mar 4, 2003factForm ADV

Dated events

No dated event names this entity yet.