DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Patton Alan Teagle
Feed of 09/14/2026
Also filed as Pat Teagle
At current firm
12 y
since Mar 28, 2014
In the industry
38 y
since Oct 14, 1987 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Mar 28, 2014 · Fairlawn, Oh
- Duncan-Williams, Inc. formerJun 29, 2012 to Mar 31, 2014 · Memphis, Tn
- Wells Fargo Advisors wirehouseJan 1, 2008 to Jul 2, 2012 · Canton, Oh
- A. G. Edwards & Sons, Inc. unclassifiedSep 2, 2003 to Jan 1, 2008 · Canton, Oh
- Wells Fargo Advisors wirehouseJan 2, 2003 to Sep 15, 2003 · Canton, Oh
Moves
a registration end followed by a registration begin elsewhere
- Duncan-Williams, Inc. to Raymond James & Associates, Inc.left Mar 31, 2014, registered Mar 28, 2014 (-3 days) · Other
- Wells Fargo Advisors to Duncan-Williams, Inc.left Jul 2, 2012, registered Jun 29, 2012 (-3 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to A. G. Edwards & Sons, Inc.left Sep 15, 2003, registered Sep 2, 2003 (-13 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address