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

MODERN 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 14, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 14, 1990

First registration

Mar 31, 2015

Dual registered

no

Other names

PAT GIDDENS|PAT THOMAS GIDDENS

IAPD individual key

2065349

• Occurred

  Mar 28, 2025
  Advisor changed firm

  Patrick Thomas Giddens left Wade Financial Advisory, Inc. for Modern Wealth Management, Llc (registered 2025-04-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2047c430-acd2-141b-39b9-4cfa499dbd1e

First observed

Mar 31, 2015

Last observed

Sep 15, 2026 4 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.