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 Louis Kinney
Feed of 09/15/2026
At current firm
5 y
since Aug 30, 2021
In the industry
23 y
since Mar 13, 2003 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Evolve Wealth Advisors LP former currentsince Aug 30, 2021 · South Pasadena, Ca
- Ep Wealth Advisors independent RIASep 22, 2016 to Aug 5, 2021 · Los Angeles, Ca
- Churchill Management Group formerSep 2, 2015 to Sep 15, 2016 · South Pasadena, Ca
- Check Capital Management Inc independent RIANov 21, 2013 to Aug 31, 2015 · Costa Mesa, Ca
- Td Ameritrade, Inc. formerJun 23, 2009 to Oct 21, 2013 · Pasadena, Ca
- Td Ameritrade Investment Management, LLC formerJun 23, 2009 to Oct 21, 2013 · Pasadena, Ca
- Strategic Advisers LLC national BDMar 18, 2005 to Feb 26, 2009 · Highland Park, Il
- Strong Capital Management Inc unclassifiedMar 17, 2003 to Aug 4, 2004 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Ep Wealth Advisors to Evolve Wealth Advisors LPleft Aug 5, 2021, registered Aug 30, 2021 (25 days) · RIA to a newly registered adviser
- Churchill Management Group to Ep Wealth Advisorsleft Sep 15, 2016, registered Sep 22, 2016 (7 days) · Other
- Check Capital Management Inc to Churchill Management Groupleft Aug 31, 2015, registered Sep 2, 2015 (2 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 21, 2013, registered Jun 23, 2009 (-1581 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Oct 21, 2013, registered Jun 23, 2009 (-1581 days) · Other
- Strategic Advisers LLC to Td Ameritrade Investment Management, LLCleft Feb 26, 2009, registered Jun 23, 2009 (117 days) · Other
- Strong Capital Management Inc to Strategic Advisers LLCleft Aug 4, 2004, registered Mar 18, 2005 (226 days) · Other
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
- Former SEC-registered adviserderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address