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.
P••••••• A•• H•••••
- Title
- Director of Client Services, Operations Manager, RJFSreportedcpcadvisors.comfirm site, Sep 15, 2026
- Professional profile
- CPCADVISORS.COM/team/patricia-haytonreportedcpcadvisors.comfirm site, Sep 15, 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.
- C•• A•••••••• L•• independent RIA currentsince Nov 3, 2022 · Woodstock, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 30, 2018 to Jan 13, 2023 · Woodstock, Ga
- W•••• F•••• A••••••• wirehouseJul 13, 2010 to Aug 7, 2018 · Woodstock, Ga
- U•• F•••••••• S••••••• I••• wirehouseMar 23, 2006 to Oct 30, 2009 · Atlanta, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 4, 2003 to Feb 28, 2006 · Cumming, Ga
- M••••• K••••• • C••••••• L•• formerSep 23, 2003 to Dec 5, 2003 · Alpharetta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•• A•••••••• L••left Jan 13, 2023, registered Nov 3, 2022 (-71 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Aug 7, 2018, registered Jul 30, 2018 (-8 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Oct 30, 2009, registered Jul 13, 2010 (256 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Feb 28, 2006, registered Mar 23, 2006 (23 days) · Wirehouse to wirehouse
- M••••• K••••• • C••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Dec 5, 2003, registered Dec 4, 2003 (-1 days) · Other
- P••••••• A•• H••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C•• A•••••••• L•• (registered 2022-11-03)Jan 13, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address