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

EMBREE FINANCIAL GROUP

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65

First exam

Feb 16, 2019

First registration

Feb 16, 2019

Dual registered

no

IAPD individual key

6865265

• Occurred

  Oct 28, 2025
  Advisor changed firm

  Patrick Cortazzo left Waldron Private Wealth for Embree Financial Group (registered 2025-11-24)

  Form ADVobserved 6 days ago
• Occurred

  May 13, 2022
  Advisor changed firm

  Patrick Cortazzo left The Wealth Consulting Group for Waldron Private Wealth (registered 2022-05-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88a61ad0-a031-d2a9-e23f-dca577d7a19a

First observed

Feb 16, 2019

Last observed

Sep 15, 2026 6 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.