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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

PATRICK CHARLES HOMAN

Advisor at PRIVATE CLIENT SERVICES, LLC

LOUISVILLE, KY | Charlotte, NC

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Search this name across graphsid dfx:ria:be8708dc-14c9-9183-6657-e4311b297032

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2001 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: PRIVATE CLIENT SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Feb 3, 1993
First registration: Aug 28, 2001
Dual registered: yes, broker-dealer
Other names: Patrick C Homan
IAPD individual key: 2064661

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
PRIVATE CLIENT SERVICES, LLC	Bd affiliated wealth	Jan 31, 2022	n/a	yes	Charlotte, NC\|LOUISVILLE, KY	Current employment
THE AMERIFLEX GROUP	Bd affiliated wealth	Apr 1, 2021	Jan 24, 2022	no	LAS VEGAS, NV\|WAXHAW, NC	Previous registration
VERITAT ADVISORS	n/a	Aug 13, 2012	Nov 30, 2012	no	CHARLOTTE, NC	Previous registration
NESTWISE LLC	Former SEC adviser	Aug 7, 2012	Oct 1, 2013	no	CHARLOTTE, NC	Previous registration
FORTIGENT, LLC	Former SEC adviser	May 29, 2012	Oct 28, 2020	no	CHARLOTTE, NC\|FORT MILL, SC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 9, 2011	Oct 28, 2020	no	CHARLOTTE, NC\|SAN DIEGO, CA\|FORT MILL, SC\|FORT MILL, SC\|FORT MILL, SC\|FORT MILL, SC	Previous registration
CONCORD EQUITY GROUP ADVISORS, LLC	Former SEC adviser	Aug 8, 2011	Aug 2, 2012	no	CHARLOTTE, NC\|MATAWAN, NJ	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Feb 15, 2011	Dec 27, 2016	no	Charlotte, NC\|BOSTON, MA\|Fort Mill, SC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Aug 22, 2005	Aug 3, 2011	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Apr 7, 2004	Apr 8, 2005	no	CHARLOTTE, NC	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 28, 2001	Mar 8, 2004	no	CHARLOTTE, NC	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
THE AMERIFLEX GROUP	PRIVATE CLIENT SERVICES, LLC	Jan 24, 2022	Jan 31, 2022	7	Firm change	RIA to ibd
FORTIGENT, LLC	NESTWISE LLC	Oct 28, 2020	Aug 7, 2012	-3,004	Firm change after gap	Other
LPL FINANCIAL LLC	FORTIGENT, LLC	Oct 28, 2020	May 29, 2012	-3,074	Firm change after gap	Other
INDEPENDENT ADVISERS GROUP CORP	CONCORD EQUITY GROUP ADVISORS, LLC	Dec 27, 2016	Aug 8, 2011	-1,968	Firm change after gap	Other
NESTWISE LLC	VERITAT ADVISORS	Oct 1, 2013	Aug 13, 2012	-414	Firm change after gap	Other
VERITAT ADVISORS	THE AMERIFLEX GROUP	Nov 30, 2012	Apr 1, 2021	3,044	Firm change after gap	Other
CONCORD EQUITY GROUP ADVISORS, LLC	LPL FINANCIAL LLC	Aug 2, 2012	Aug 9, 2011	-359	Firm change after gap	Other
UVEST FINANCIAL SERVICES GROUP, INC.	INDEPENDENT ADVISERS GROUP CORP	Aug 3, 2011	Feb 15, 2011	-169	Firm change after gap	Other
BB&T INVESTMENT SERVICES, INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Mar 8, 2004	Apr 7, 2004	30	Firm change	Other

Relationships

Registered with (10)

→ PRIVATE CLIENT SERVICES, LLCRegistered adviserregistration: current employment
Jan 31, 2022 to presentfactForm ADV
→ THE AMERIFLEX GROUPRegistered adviserregistration: previous registration
Apr 1, 2021 to Jan 24, 2022factForm ADV
→ FORTIGENT, LLCRegistered adviserregistration: previous registration
May 29, 2012 to Oct 28, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 9, 2011 to Oct 28, 2020factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Feb 15, 2011 to Dec 27, 2016factForm ADV
→ NESTWISE LLCRegistered adviserregistration: previous registration
Aug 7, 2012 to Oct 1, 2013factForm ADV
→ VERITAT ADVISORSRegistered adviserregistration: previous registration
Aug 13, 2012 to Nov 30, 2012factForm ADV
→ CONCORD EQUITY GROUP ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 8, 2011 to Aug 2, 2012factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Aug 22, 2005 to Aug 3, 2011factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 28, 2001 to Mar 8, 2004factForm ADV

Dated events

Occurred
Jan 24, 2022
Advisor changed firm
Patrick Charles Homan left The Ameriflex Group for Private Client Services, Llc (registered 2022-01-31)
Form ADVobserved 5 days ago