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 Jude Hinchey
Certified Financial Planner
Feed of 09/15/2026
At current firm
11 y
since Aug 19, 2015
In the industry
29 y
since Aug 8, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ifg Advisory, LLC independent RIA currentsince Aug 19, 2015 · Atlanta, Ga
- Securities America Advisors, Inc. formerDec 2, 2003 to Aug 9, 2011 · Stockbridge, Ga
- Veravest Investment Advisors, Inc. unclassifiedMay 2, 2003 to Dec 1, 2003 · Stockbridge, Ga
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Ifg Advisory, LLCleft Aug 9, 2011, registered Aug 19, 2015 (1471 days) · Other
- Veravest Investment Advisors, Inc. to Securities America Advisors, Inc.left Dec 1, 2003, registered Dec 2, 2003 (1 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address