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 Edward Huey
Certified Financial Planner
Feed of 09/15/2026
Also filed as Patrick Huey
At current firm
6 y
since Mar 13, 2020
In the industry
21 y
since Sep 15, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
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
- Dynamic independent RIA currentsince Mar 13, 2020 · Camas, Wa
- Wealthsource? formerDec 15, 2016 to Apr 16, 2020 · Camas, Wa
- Raymond James Financial Services Advisors, Inc BD affiliatedSep 28, 2015 to Nov 28, 2016 · Portland, Or
- Cuso Financial Services, L.P. formerJan 21, 2010 to Aug 27, 2015 · Portland, Or
- Fisher Investments independent RIASep 27, 2006 to Jan 11, 2010 · Plano, Tx
- UBS Financial Services Inc. wirehouseSep 16, 2005 to Aug 1, 2006 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealthsource? to Dynamicleft Apr 16, 2020, registered Mar 13, 2020 (-34 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Wealthsource?left Nov 28, 2016, registered Dec 15, 2016 (17 days) · Other
- Cuso Financial Services, L.P. to Raymond James Financial Services Advisors, Incleft Aug 27, 2015, registered Sep 28, 2015 (32 days) · Other
- Fisher Investments to Cuso Financial Services, L.P.left Jan 11, 2010, registered Jan 21, 2010 (10 days) · Other
- UBS Financial Services Inc. to Fisher Investmentsleft Aug 1, 2006, registered Sep 27, 2006 (57 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address