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 Barrett
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Jul 9, 2021
In the industry
39 y
since Jan 1, 1987 (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
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
- Barrett Capital Partners state registered currentsince Jul 9, 2021 · Weymouth, Ma
- Trust Advisory Group Ltd independent RIAFeb 21, 2017 to Aug 9, 2021 · Weymouth, Ma
- Source Capital Group, Inc. formerJun 12, 2012 to Jul 24, 2017 · Westport, Ct
- Sagepoint Financial, Inc. formerJan 5, 2006 to Dec 31, 2009 · Weymouth, Ma
- U.S. Financial Advisors formerSep 1, 1999 to Dec 31, 2005 · Weymouth, Ma
Moves
a registration end followed by a registration begin elsewhere
- Trust Advisory Group Ltd to Barrett Capital Partnersleft Aug 9, 2021, registered Jul 9, 2021 (-31 days) · RIA to a state-registered adviser · moved with a team
- Source Capital Group, Inc. to Trust Advisory Group Ltdleft Jul 24, 2017, registered Feb 21, 2017 (-153 days) · Other · moved with a team
- Sagepoint Financial, Inc. to Source Capital Group, Inc.left Dec 31, 2009, registered Jun 12, 2012 (894 days) · Other
- U.S. Financial Advisors to Sagepoint Financial, Inc.left Dec 31, 2005, registered Jan 5, 2006 (5 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
- STATE REGISTEREDderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address