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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P•••••• J••••• D••••
- Professional profile
- linkedin.com/in/patrick-doyle-6308b1areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- C••••••••• W••••• M••••••••• L•• independent RIA currentsince Jan 22, 2015 · Des Peres, Mo
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 17, 2009 to Jan 9, 2015 · Chesterfield, Mo
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Apr 20, 2009 · Chesterfield, Mo
- M••••• S•••••• D• I••• unclassifiedMar 4, 2005 to Apr 2, 2007 · Chesterfield, Mo
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Mar 7, 2005 · Chesterfield, Mo
- P••••••••• E••••• G••••• L•• unclassifiedJan 1, 2002 to Jul 1, 2003 · Chesterfield, Mo
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••••• W••••• M••••••••• L••left Jan 9, 2015, registered Jan 22, 2015 (13 days) · Other
- M••••• S•••••• • C•• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 20, 2009, registered Apr 17, 2009 (-3 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to M••••• S•••••• D• I•••left Mar 7, 2005, registered Mar 4, 2005 (-3 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address