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

APELLA WEALTH

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

Mar 31, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63

First exam

Mar 31, 1987

First registration

Oct 25, 1994

Dual registered

no

Other names

PATRICK ADAM SWEENEY

IAPD individual key

1490512

• Occurred

  Jan 10, 2025
  Advisor changed firm

  Patrick Adam Sweeny left Symmetry Partners for Apella Wealth (registered 2014-05-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5307ddad-e7ac-b737-ceb7-2c6affc49206

First observed

Oct 25, 1994

Last observed

Sep 14, 2026 5 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.