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.

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.

Registered advisor

P•••••• H•••••

B•• W•••••• L••independent RIANashville, Tn IA-onlyIAPD 2477235

Feed of 09/15/2026

Also filed as Pat H•••••

At current firm

0 y

since Jul 29, 2026

In the industry

32 y

since Aug 17, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Personal Wealth Advisorreportedbipwealth.comfirm site, Sep 15, 2026
Professional profile: bipwealth.com/team/pat-hardiereportedbipwealth.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

B•• W•••••• L•• independent RIA current
since Jul 29, 2026 · Nashville, Tn
N•••••• F•••••••• G••••• I••• independent RIA
Apr 1, 2021 to Jul 30, 2026 · Cedar Rapids, Ia
W•••• F•••• A••••••• wirehouse
Nov 13, 2007 to Apr 6, 2021 · Nashville, Tn
W•••• F•••• A••••••• wirehouse
Nov 9, 2007 to Nov 9, 2007 · Nashville, Tn
W•••• F•••• A••••••• wirehouse
Jan 9, 2004 to Nov 9, 2007 · Nashville, Tn

Moves

a registration end followed by a registration begin elsewhere

N•••••• F•••••••• G••••• I••• to B•• W•••••• L••
left Jul 30, 2026, registered Jul 29, 2026 (-1 days) · RIA to RIA
W•••• F•••• A••••••• to N•••••• F•••••••• G••••• I•••
left Apr 6, 2021, registered Apr 1, 2021 (-5 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Nov 9, 2007, registered Nov 9, 2007 (0 days) · channel change inside one enterprise, not a move

Signals

P•••••• H••••• left N•••••• F•••••••• G••••• I••• for B•• W•••••• L•• (registered 2026-07-29)
Jul 30, 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