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RIA / WealthAdvisor34 years in industry

PATRICIA SOILEAU

Advisor at ACIMA PRIVATE WEALTH LLC

RICHMOND, VA

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Search this name across graphsid dfx:ria:87227542-fc8a-9baa-e58d-433bf0d8db10

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

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2002 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: ACIMA PRIVATE WEALTH 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: Oct 4, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Oct 4, 1991
First registration: Apr 16, 2002
Dual registered: no
Other names: PATRICIA LYNN SMITH|PATRICIA LYNN SOILEAU
IAPD individual key: 1593948

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
ACIMA PRIVATE WEALTH LLC	Independent wealth	May 15, 2026	n/a	yes	RICHMOND, VA	Current employment
KINLOCH CAPITAL, LLC	Independent wealth	Jan 9, 2020	Jun 9, 2026	no	GLEN ALLEN, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 4, 2013	Jul 2, 2019	no	RICHMOND, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 23, 2012	Mar 5, 2013	no	RICHMOND, VA\|ABILENE, TX	Previous registration
SANDERS MORRIS LLC	Independent wealth	Aug 25, 2009	Jan 20, 2011	no	RICHMOND, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 1, 2008	Feb 3, 2009	no	RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 25, 2003	Jul 29, 2008	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Apr 16, 2002	Sep 16, 2003	no	RICHMOND, VA	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
KINLOCH CAPITAL, LLC	ACIMA PRIVATE WEALTH LLC	Jun 9, 2026	May 15, 2026	-25	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	KINLOCH CAPITAL, LLC	Jul 2, 2019	Jan 9, 2020	191	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Mar 5, 2013	Apr 4, 2013	30	Firm change	Wirehouse to wirehouse
SANDERS MORRIS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 20, 2011	Jun 23, 2012	520	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	SANDERS MORRIS LLC	Feb 3, 2009	Aug 25, 2009	203	Firm change	Other
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Jul 29, 2008	Jul 1, 2008	-28	Firm change	Other
RBC CAPITAL MARKETS, LLC	WELLS FARGO ADVISORS	Sep 16, 2003	Nov 25, 2003	70	Firm change	Ibd to wirehouse

Relationships

Registered with (8)

→ ACIMA PRIVATE WEALTH LLCRegistered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ KINLOCH CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 9, 2020 to Jun 9, 2026factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 4, 2013 to Jul 2, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 23, 2012 to Mar 5, 2013factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Aug 25, 2009 to Jan 20, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 1, 2008 to Feb 3, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 25, 2003 to Jul 29, 2008factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Apr 16, 2002 to Sep 16, 2003factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Patricia Soileau left Kinloch Capital, Llc for Acima Private Wealth Llc (registered 2026-05-15)
Form ADVobserved 6 days ago