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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Patrick Garrett Deist

Advisor at OAKWELL PRIVATE WEALTH MANAGEMENT

AUSTIN, TX | Cedar Park, TX

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Search this name across graphsid dfx:ria:eaeb3155-6099-d7ab-fde2-95792487b320

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 22, 2017 to Sep 15, 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: OAKWELL PRIVATE WEALTH MANAGEMENT
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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 2, 2015
First registration: Jun 22, 2017
Dual registered: no
IAPD individual key: 6545299

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
OAKWELL PRIVATE WEALTH MANAGEMENT	Independent wealth	Mar 25, 2024	n/a	yes	AUSTIN, TX\|Cedar Park, TX	Current employment
HILLTOP SECURITIES INC.	Bd affiliated wealth	Feb 28, 2022	Mar 14, 2024	no	DALLAS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 8, 2020	Feb 28, 2022	no	DALLAS, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jun 22, 2017	Oct 28, 2019	no	PLANO, TX\|FT. WORTH, TX	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
HILLTOP SECURITIES INC.	OAKWELL PRIVATE WEALTH MANAGEMENT	Mar 14, 2024	Mar 25, 2024	11	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HILLTOP SECURITIES INC.	Feb 28, 2022	Feb 28, 2022	0	Firm change	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 28, 2019	Jan 8, 2020	72	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ OAKWELL PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 25, 2024 to presentfactForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: previous registration
Feb 28, 2022 to Mar 14, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2020 to Feb 28, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jun 22, 2017 to Oct 28, 2019factForm ADV

Dated events

Occurred
Mar 14, 2024
Advisor changed firm
Patrick Garrett Deist left Hilltop Securities Inc. for Oakwell Private Wealth Management (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Patrick Garrett Deist left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Hilltop Securities Inc. (registered 2022-02-28)
Form ADVobserved 6 days ago