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
Joel Partyka Riley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joel P Riley
At current firm
4 y
since Dec 8, 2021
In the industry
32 y
since Nov 12, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Highpoint Planning Partners independent RIA currentsince Dec 8, 2021 · Downers Grove, Il
- Patricia A. Heath & Associates, Inc. formerNov 17, 2014 to Dec 31, 2015 · Northfield, Il
- Highpoint Advisor Group, LLC formerJun 19, 2013 to Dec 31, 2021 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- Highpoint Advisor Group, LLC to Patricia A. Heath & Associates, Inc.left Dec 31, 2021, registered Nov 17, 2014 (-2601 days) · Other · moved with a team
- Patricia A. Heath & Associates, Inc. to Highpoint Planning Partnersleft Dec 31, 2015, registered Dec 8, 2021 (2169 days) · Other · moved with a team
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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address