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

VITAL 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

Feb 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S66|S63

First exam

Sep 21, 2010

First registration

Feb 19, 2014

Dual registered

no

Other names

PAT LONERGAN

IAPD individual key

5722415

• Occurred

  Jun 3, 2022
  Advisor changed firm

  Patrick Thomas Lonergan left Central Wealth Management Llc for Vital Capital Llc (registered 2022-03-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:661b696e-82c0-cea4-6566-d0e01b2d27c6

First observed

Feb 19, 2014

Last observed

Sep 14, 2026 7 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.