RIA Intelligence
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S•••••• F•••••• C••••
- Professional profile
- patronpartnersadvisors.com/steve-catonreportedpatronpartnersadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••• P•••••••• L•• independent RIA currentsince Oct 2, 2020 · Houston, Tx
- U•• F•••••••• S••••••• I••• wirehouseJan 6, 2009 to Oct 13, 2020 · Houston, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 7, 1983 to Jan 9, 2009 · Houston, Tx
- U•• F•••••••• S••••••• I••• to P••••• P•••••••• L••left Oct 13, 2020, registered Oct 2, 2020 (-11 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jan 9, 2009, registered Jan 6, 2009 (-3 days) · Wirehouse to wirehouse
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address