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

ROBBINS FARLEY 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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 12, 2015

First registration

Dec 24, 2019

Dual registered

no

Other names

Pat Grasso

IAPD individual key

6350605

• Occurred

  Jul 2, 2025
  Advisor changed firm

  Patrick Lowell Grasso left Vision Capital Partners for Robbins Farley Llc (registered 2025-04-22)

  Form ADVobserved 5 days ago
• Occurred

  Mar 17, 2022
  Advisor changed firm

  Patrick Lowell Grasso left Affinia Financial Group, Llc for Vision Capital Partners (registered 2022-08-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff0e01c1-3f81-6bf1-c957-35bc4b8ecf97

First observed

Dec 24, 2019

Last observed

Sep 14, 2026 6 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.