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
Patterson James Mckinlay
Feed of 09/14/2026
At current firm
1 y
since Aug 18, 2025
In the industry
27 y
since Mar 17, 1999 (earliest exam, job or registration)
Prior registered firms
6
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Buck Wealth Strategies, LLC independent RIA currentsince Aug 18, 2025 · Denver, Co
- Global Retirement Partners LLC institutionalOct 28, 2014 to Aug 15, 2025 · Denver, Co
- Financial Telesis, Inc. formerOct 20, 2010 to Dec 24, 2014 · San Rafael, Ca
- Woodbury Financial Services, Inc. formerOct 25, 2004 to Oct 22, 2010 · Denver, Co
- Osaic Fa, Inc. formerJun 18, 2003 to Feb 12, 2004 · Denver, Co
- Cetera Investment Services LLC formerOct 22, 2002 to Apr 16, 2003 · Fort Collins, Co
- Wells Fargo Advisors wirehouseJul 9, 2002 to Oct 22, 2002 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Buck Wealth Strategies, LLCleft Aug 15, 2025, registered Aug 18, 2025 (3 days) · Other
- Financial Telesis, Inc. to Global Retirement Partners LLCleft Dec 24, 2014, registered Oct 28, 2014 (-57 days) · Other
- Woodbury Financial Services, Inc. to Financial Telesis, Inc.left Oct 22, 2010, registered Oct 20, 2010 (-2 days) · Other
- Osaic Fa, Inc. to Woodbury Financial Services, Inc.left Feb 12, 2004, registered Oct 25, 2004 (256 days) · Other
- Cetera Investment Services LLC to Osaic Fa, Inc.left Apr 16, 2003, registered Jun 18, 2003 (63 days) · Other
- Wells Fargo Advisors to Cetera Investment Services LLCleft Oct 22, 2002, registered Oct 22, 2002 (0 days) · Other
Signals
- Patterson James Mckinlay left Global Retirement Partners Llc for Buck Wealth Strategies, Llc (registered 2025-08-18)Aug 15, 2025 · 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address