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RIA / WealthAdvisorChartered Financial Consultant28 years in industry

PATRICK STEPHENSON JOLLIFFE

Advisor at MARTINO CAPITAL, LLC

DENVER, CO | Carrollton, TX

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Search this name across graphsid dfx:ria:64c9a427-482b-5636-9074-04d61e00db8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 3, 2000 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: MARTINO CAPITAL, 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: Apr 22, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 22, 1998
First registration: Apr 3, 2000
Dual registered: no
Other names: PATRICK STEPHENSON JOLLIFFE|Pat Jolliffe
IAPD individual key: 2531902

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
MARTINO CAPITAL, LLC	State registered	Oct 8, 2024	n/a	yes	Carrollton, TX\|DENVER, CO	Current employment
SUNBELT SECURITIES	Bd affiliated wealth	Mar 9, 2023	Dec 31, 2023	no	Harrisburg, NE\|HOUSTON, TX	Previous registration
FAMILYWEALTH ASSET MANAGEMENT	Independent wealth	Apr 2, 2020	Feb 22, 2023	no	LAKE MARY, FL\|DENVER, CO	Previous registration
Familywealth	Mixed wealth	Jan 8, 2018	Feb 22, 2023	no	Dallas, TX\|Scottsbluff, NE\|LAKE MARY, FL\|Denver, CO\|Denver, CO\|Denver, CO	Previous registration
Familywealth	Mixed wealth	Sep 26, 2017	Dec 31, 2017	no	Scottsbluff, NE\|LAKE MARY, FL	Previous registration
JOLLIFFE CAPITAL, INC.	Former SEC adviser	Jan 25, 2007	Jun 30, 2018	no	SCOTTSBLUFF, NE\|DALLAS, TX	Previous registration
JOLLIFFE CAPITAL, INC.	Former SEC adviser	May 25, 2006	Jan 1, 2007	no	SCOTTSBLUFF, NE	Previous registration
FALCO FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 3, 2000	May 12, 2006	no	SCOTTSBLUFF, NE	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
SUNBELT SECURITIES	MARTINO CAPITAL, LLC	Dec 31, 2023	Oct 8, 2024	282	Firm change	Ibd to state RIA
FAMILYWEALTH ASSET MANAGEMENT	SUNBELT SECURITIES	Feb 22, 2023	Mar 9, 2023	15	Firm change	RIA to ibd
Familywealth	FAMILYWEALTH ASSET MANAGEMENT	Feb 22, 2023	Apr 2, 2020	-1,056	Channel change	RIA to RIA
JOLLIFFE CAPITAL, INC.	Familywealth	Jun 30, 2018	Sep 26, 2017	-277	Firm change after gap	RIA to new firm
FALCO FINANCIAL SERVICES, INC.	JOLLIFFE CAPITAL, INC.	May 12, 2006	May 25, 2006	13	Firm change	Other

Relationships

Registered with (6)

→ MARTINO CAPITAL, LLCRegistered adviserregistration: current employment
Oct 8, 2024 to presentfactForm ADV
→ SUNBELT SECURITIESRegistered adviserregistration: previous registration
Mar 9, 2023 to Dec 31, 2023factForm ADV
→ FAMILYWEALTH ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 2, 2020 to Feb 22, 2023factForm ADV
→ FAMILYWEALTHRegistered adviserregistration: previous registration
Jan 8, 2018 to Feb 22, 2023factForm ADV
→ JOLLIFFE CAPITAL, INC.Registered adviserregistration: previous registration
Jan 25, 2007 to Jun 30, 2018factForm ADV
→ FALCO FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 3, 2000 to May 12, 2006factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Patrick Stephenson Jolliffe left Sunbelt Securities for Martino Capital, Llc (registered 2024-10-08)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2023
Advisor changed firm
Patrick Stephenson Jolliffe left Familywealth Asset Management for Sunbelt Securities (registered 2023-03-09)
Form ADVobserved 6 days ago