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 Joseph Abatiell
Feed of 09/14/2026
Also filed as Patrick J Abatiell
At current firm
7 y
since Dec 3, 2018
In the industry
21 y
since May 27, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Dec 3, 2018 · Rutland, Vt
- Mascoma Savings Bank, Fsb Dba Mascoma Wealth Management unclassifiedDec 13, 2012 to Jan 10, 2013 · Hanover, Nh
- LPL Financial LLC BD affiliatedMay 2, 2012 to Dec 4, 2018 · Lebanon, Nh
- Citizens Securities, Inc. BD affiliatedJan 13, 2011 to Apr 12, 2012 · Lebanon, Nh
- Edward Jones national BDApr 19, 2007 to Nov 30, 2010 · Rutland, Vt
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Mascoma Savings Bank, Fsb Dba Mascoma Wealth Managementleft Dec 4, 2018, registered Dec 13, 2012 (-2182 days) · Other
- Mascoma Savings Bank, Fsb Dba Mascoma Wealth Management to Wells Fargo Advisorsleft Jan 10, 2013, registered Dec 3, 2018 (2153 days) · Other
- Citizens Securities, Inc. to LPL Financial LLCleft Apr 12, 2012, registered May 2, 2012 (20 days) · Other
- Edward Jones to Citizens Securities, Inc.left Nov 30, 2010, registered Jan 13, 2011 (44 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
- Wirehousederived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address