DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner15 years in industry

PATRICK CHARLES HANNON

Advisor at RWA WEALTH PARTNERS

Lathrup Village, MI | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab6bb00a-306a-29dc-9de7-9dbaceda3a9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2011 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: RWA WEALTH PARTNERS
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 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 14, 2011
First registration: Jan 26, 2011
Dual registered: no
Other names: PATRICK HANNON
IAPD individual key: 5852224

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
RWA WEALTH PARTNERS	Independent wealth	Mar 25, 2026	n/a	yes	Lathrup Village, MI\|BOSTON, MA	Current employment
PLANNING ALTERNATIVES LTD	Independent wealth	Dec 10, 2014	Mar 26, 2026	no	BLOOMFIELD HILLS, MI\|BIRMINGHAM, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 28, 2011	Dec 4, 2014	no	EAST LANSING, MI\|NORTHVILLE, MI	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jan 26, 2011	Mar 3, 2011	no	SOUTHFIELD, MI	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
PLANNING ALTERNATIVES LTD	RWA WEALTH PARTNERS	Mar 26, 2026	Mar 25, 2026	-1	Firm change	RIA to RIA
WELLS FARGO ADVISORS	PLANNING ALTERNATIVES LTD	Dec 4, 2014	Dec 10, 2014	6	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	WELLS FARGO ADVISORS	Mar 3, 2011	Sep 28, 2011	209	Firm change	Other

Relationships

Registered with (4)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Dec 10, 2014 to Mar 26, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 28, 2011 to Dec 4, 2014factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 26, 2011 to Mar 3, 2011factForm ADV

Dated events

Occurred
Mar 26, 2026
Advisor changed firm
Patrick Charles Hannon left Planning Alternatives Ltd for Rwa Wealth Partners (registered 2026-03-25)
Form ADVobserved 5 days ago