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

Patrick John Volk

Onesevenindependent RIABeachwood, Oh IA-onlyIAPD 2296850
Feed of 09/15/2026
Also filed as Patrick John Volk
At current firm
1 y
since Nov 18, 2024
In the industry
33 y
since Jun 5, 1993 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Financial Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
Years, as the firm states
33reportedonesevenadvisor.com“With over 33 years of experience in financial planning and wealth management, I have served as an executive counselor at Goldman Sachs, as well as held key roles at Merrill Lynch, Fisher Investments, and most recently helped”
Professional profile
onesevenadvisor.com/staff/patrick-volkreportedonesevenadvisor.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.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Patrick John Volk left Abich Financial Wealth Management, Llc for Oneseven (registered 2024-11-18)
    Aug 28, 2024 · Advisor changed firm · fact
  • Patrick John Volk left Impact Partnership Wealth, Llc for Abich Financial Wealth Management, Llc (registered 2023-01-26)
    Jan 20, 2023 · Advisor changed firm · fact
  • Patrick John Volk left J. Hagan Capital, Inc. for Impact Partnership Wealth, Llc (registered 2022-02-23)
    Feb 21, 2022 · Advisor changed firm · fact
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
33derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address