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

J••• P•••••• B••••

I••••••••• W••••• C••••••• L••independent RIASan Diego, Ca IA-onlyIAPD 2991677

Certified Financial Planner

Feed of 09/15/2026

Also filed as Patrick Berry

At current firm

3 y

since Feb 3, 2023

In the industry

32 y

since Jun 1, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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

Professional profile: linkedin.com/in/j-patrick-berryreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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

I••••••••• W••••• C••••••• L•• independent RIA current
since Feb 3, 2023 · Cary, Nc
L••••• W••••• A•••••••• I••• former
Jan 13, 2021 to Feb 21, 2023 · Cary, Nc
L••••• W••••• A•••••••• I••• former
Sep 26, 2018 to Dec 31, 2020 · Holly Springs, Nc
A••• W••••• M••••••••• independent RIA
Sep 22, 2017 to Apr 15, 2019 · Carlsbad, Ca
C•••••• W••••• M••••••••• former
Apr 28, 2009 to Dec 31, 2017 · San Jose, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
May 8, 2001 to May 7, 2009 · La Jolla, Ca

Moves

a registration end followed by a registration begin elsewhere

L••••• W••••• A•••••••• I••• to I••••••••• W••••• C••••••• L••
left Feb 21, 2023, registered Feb 3, 2023 (-18 days) · RIA to RIA · moved with a team
A••• W••••• M••••••••• to L••••• W••••• A•••••••• I•••
left Apr 15, 2019, registered Sep 26, 2018 (-201 days) · RIA to RIA
C•••••• W••••• M••••••••• to A••• W••••• M•••••••••
left Dec 31, 2017, registered Sep 22, 2017 (-100 days) · Other · moved with a team
C•••••••• G••••• M•••••• I••• to C•••••• W••••• M•••••••••
left May 7, 2009, registered Apr 28, 2009 (-9 days) · Other

Signals

J••• P•••••• B•••• left L••••• W••••• A•••••••• I••• for I••••••••• W••••• C••••••• L•• (registered 2023-02-03)
Feb 21, 2023 · 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