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

AVENTURA 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

Jan 30, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jan 30, 2016

First registration

Sep 30, 2021

Dual registered

no

Other names

PATRICK ALEXANDER SIMON|Patrick Simon

IAPD individual key

6400830

• Occurred

  Nov 12, 2024
  Advisor changed firm

  Patrick Simon left Insigneo Advisory Services, Llc for Aventura Private Wealth, Llc (registered 2024-11-21)

  Form ADVobserved 6 days ago
• Occurred

  Apr 30, 2024
  Advisor changed firm

  Patrick Simon left Wells Fargo Advisors for Insigneo Advisory Services, Llc (registered 2024-04-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9912c272-8b17-927b-4e3d-d503a5356c8a

First observed

Sep 30, 2021

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.