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
Jason Colin Patrick
Feed of 09/15/2026
Also filed as Jason Daniel Flannery
At current firm
10 y
since Apr 19, 2016
In the industry
21 y
since Aug 5, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
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
- Kestra Advisory Services, LLC BD affiliated currentsince Apr 19, 2016 · Newport Beach, Ca
- Financial Telesis, Inc. formerJan 6, 2014 to Aug 22, 2014 · San Rafael, Ca
- Usi Advisors institutionalMar 3, 2009 to Jan 30, 2014 · Irvine, Ca
- Usi Securities, Inc. no RAUMJan 14, 2009 to Mar 2, 2009 · Glastonbury, Ct
Moves
a registration end followed by a registration begin elsewhere
- Financial Telesis, Inc. to Kestra Advisory Services, LLCleft Aug 22, 2014, registered Apr 19, 2016 (606 days) · Other
- Usi Advisors to Financial Telesis, Inc.left Jan 30, 2014, registered Jan 6, 2014 (-24 days) · Other
- Usi Securities, Inc. to Usi Advisorsleft Mar 2, 2009, registered Mar 3, 2009 (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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address