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

Patricia Lynn Brady

Edelman Financial Enginesindependent RIA Huntington , NyIA-onlyIAPD 2330553

Feed of 09/14/2026

Also filed as Patricia Mahoney

At current firm

0 y

since Aug 27, 2026

In the industry

32 y

since Jan 25, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edelman Financial Engines independent RIA current
since Aug 27, 2026 · Huntington , Ny
Assetmark, Inc. BD affiliated
May 24, 2022 to Aug 20, 2026 · Concord, Ca
Hightower Advisors, LLC BD affiliated
Nov 24, 2020 to Apr 16, 2021 · Chicago, Il
Principle Wealth independent RIA
Mar 12, 2019 to Oct 25, 2019 · Madison, Ct
Dynasty Wealth Management, LLC asset manager
Jul 17, 2018 to Jan 11, 2019 · St. Petersburg, Fl
Beirne. other
Apr 27, 2016 to Apr 30, 2018 · Milford, Ct
Msi Financial Services, Inc. former
Jan 12, 2006 to Apr 16, 2007 · Shelton, Ct
Pgim Investments LLC asset manager
Feb 27, 2004 to May 12, 2004 · Shelton, Ct
American Skandia Advisory Services, Inc. unclassified
Mar 12, 2003 to Feb 11, 2004 · Shelton, Ct

Moves

a registration end followed by a registration begin elsewhere

Assetmark, Inc. to Edelman Financial Engines
left Aug 20, 2026, registered Aug 27, 2026 (7 days) · Affiliated broker-dealer or bank to independent RIA
Hightower Advisors, LLC to Assetmark, Inc.
left Apr 16, 2021, registered May 24, 2022 (403 days) · Affiliated broker-dealer or bank to another
Principle Wealth to Hightower Advisors, LLC
left Oct 25, 2019, registered Nov 24, 2020 (396 days) · RIA to affiliated broker-dealer or bank
Dynasty Wealth Management, LLC to Principle Wealth
left Jan 11, 2019, registered Mar 12, 2019 (60 days) · RIA to RIA
Beirne. to Dynasty Wealth Management, LLC
left Apr 30, 2018, registered Jul 17, 2018 (78 days) · RIA to RIA
Msi Financial Services, Inc. to Beirne.
left Apr 16, 2007, registered Apr 27, 2016 (3299 days) · Other
Pgim Investments LLC to Msi Financial Services, Inc.
left May 12, 2004, registered Jan 12, 2006 (610 days) · Other
American Skandia Advisory Services, Inc. to Pgim Investments LLC
left Feb 11, 2004, registered Feb 27, 2004 (16 days) · Other

Signals

Patricia Lynn Brady left Assetmark, Inc. for Edelman Financial Engines (registered 2026-08-27)
Aug 20, 2026 · 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address