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 Hagan May
Feed of 09/14/2026
Also filed as Patricia Marie Hagan
At current firm
0 y
since Dec 26, 2025
In the industry
24 y
since Feb 14, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Accurate Wealth Management, LLC independent RIA currentsince Dec 26, 2025 · Wesley Chapel, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 3, 2017 to Aug 25, 2020 · Lakewood Ranch, Fl
- Stifel, Nicolaus & Company, Incorporated national BDJan 22, 2009 to Jul 6, 2017 · Sarasota, Fl
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to Dec 23, 2008 · Sarasota, Fl
- Legg Mason Wood Walker, Incorporated unclassifiedFeb 23, 2004 to Feb 21, 2006 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Accurate Wealth Management, LLCleft Aug 25, 2020, registered Dec 26, 2025 (1949 days) · Affiliated broker-dealer or bank to independent RIA
- Stifel, Nicolaus & Company, Incorporated to Raymond James Financial Services Advisors, Incleft Jul 6, 2017, registered Aug 3, 2017 (28 days) · Other
- Citigroup Global Markets Inc. to Stifel, Nicolaus & Company, Incorporatedleft Dec 23, 2008, registered Jan 22, 2009 (30 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address