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RIA / WealthAdvisor38 years in industry

KEVIN IRA PATRICK

Advisor at OBJECTIVE ADVISORS LLC

BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 14, 1991 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: OBJECTIVE ADVISORS 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: Jun 27, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 27, 1988
First registration: Mar 14, 1991
Dual registered: no
IAPD individual key: 1832652

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
OBJECTIVE ADVISORS LLC	State registered	Jul 30, 2012	n/a	yes	BELLEVUE, WA	Current employment
FREESTONE CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 25, 2008	Feb 20, 2014	no	SEATTLE, WA	Previous registration
FREESTONE CAPITAL MANAGEMENT INC	n/a	Jan 13, 2003	May 13, 2008	no	SEATTLE , WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 14, 1991	Jan 10, 2003	no	SEATTLE, WA	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
FREESTONE CAPITAL MANAGEMENT, LLC	OBJECTIVE ADVISORS LLC	Feb 20, 2014	Jul 30, 2012	-570	Firm change after gap	Other
FREESTONE CAPITAL MANAGEMENT INC	FREESTONE CAPITAL MANAGEMENT, LLC	May 13, 2008	Apr 25, 2008	-18	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FREESTONE CAPITAL MANAGEMENT INC	Jan 10, 2003	Jan 13, 2003	3	Firm change	Other

Relationships

Registered with (4)

→ OBJECTIVE ADVISORS LLCRegistered adviserregistration: current employment
Jul 30, 2012 to presentfactForm ADV
→ FREESTONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 25, 2008 to Feb 20, 2014factForm ADV
→ FREESTONE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 13, 2003 to May 13, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 14, 1991 to Jan 10, 2003factForm ADV

Dated events

No dated event names this entity yet.