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RIA / WealthAdvisor27 years in industrynot currently registered

PATRICK J WEBER

Advisor at ONE WEALTH MAP, LLC

Sebastian, FL

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Search this name across graphsid dfx:ria:66b3e4fc-d532-8962-b041-7b728a5ac0e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jun 13, 2014 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: ONE WEALTH MAP, 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: Dec 16, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Dec 16, 1998
First registration: Jun 13, 2014
Dual registered: no
Other names: PATRICK WEBER|PATRICK JOSEPH WEBER
IAPD individual key: 1832704

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
ONE WEALTH MAP, LLC	Independent wealth	Jan 22, 2026	n/a	yes	Sebastian, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 17, 2022	Sep 20, 2024	no	PALM BEACH, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 10, 2022	Oct 24, 2022	no	West Palm Beach, FL\|WESTLAKE, TX\|Naples, FL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 19, 2017	Oct 24, 2022	no	Omaha, NE\|Boca Raton, FL\|WEST PALM BEACH, FL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 19, 2017	Oct 14, 2022	no	Omaha, NE\|Boca Raton, FL\|West Palm Beach, FL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 13, 2014	Jul 13, 2015	no	OMAHA, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 13, 2014	Jul 13, 2015	no	Westlake, TX\|OMAHA, NE\|Omaha, 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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ONE WEALTH MAP, LLC	Sep 20, 2024	Jan 22, 2026	489	Firm change after gap	Wirehouse to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Oct 24, 2022	Mar 10, 2022	-228	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 24, 2022	Oct 17, 2022	-7	Firm change	Ibd to wirehouse
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Jun 19, 2017	-1,943	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 13, 2015	Jun 19, 2017	707	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 13, 2015	Jun 13, 2014	-395	Channel change	Other

Relationships

Registered with (5)

→ ONE WEALTH MAP, LLCRegistered adviserregistration: current employment
Jan 22, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 17, 2022 to Sep 20, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 19, 2017 to Oct 24, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 10, 2022 to Oct 24, 2022factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 19, 2017 to Oct 14, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 20, 2024
Advisor changed firm
Patrick J Weber left Merrill Lynch, Pierce, Fenner & Smith Incorporated for One Wealth Map, Llc (registered 2026-01-22)
Form ADVobserved 6 days ago
Occurred
Oct 24, 2022
Advisor changed firm
Patrick J Weber left Charles Schwab & Co., Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-10-17)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Patrick J Weber no longer holds an investment adviser registration (last listed at One Wealth Map, Llc on the 2026-09-17 feed)