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

TRIO WEALTH MANAGEMENT, 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

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65

First exam

Aug 22, 2016

First registration

Aug 22, 2016

Dual registered

no

Other names

Michelle Lyn Patterson|Michelle Patterson Bell

IAPD individual key

6692766

• Occurred

  Aug 28, 2023
  Advisor changed firm

  Michelle Patterson Hundley left United Capital Financial Advisors for Trio Wealth Management, Llc (registered 2023-10-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf0f7ba4-68c3-6166-b66e-6441f2ba6bb6

First observed

Aug 22, 2016

Last observed

Sep 14, 2026 5 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.