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
James Patrick Mcfadden
Feed of 09/14/2026
Also filed as James Patrick Mcfadden
At current firm
6 y
since Dec 13, 2019
In the industry
11 y
since Jul 10, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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 13, 2019 · Radnor, Pa
- Eagle Asset Management Inc mixed wealthNov 9, 2017 to Jan 6, 2020 · Bryn Mawr, Pa
- Cmg Capital Management Group, Inc. independent RIAJul 10, 2015 to Nov 9, 2015 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Eagle Asset Management Inc to Wells Fargo Advisorsleft Jan 6, 2020, registered Dec 13, 2019 (-24 days) · RIA to wirehouse
- Cmg Capital Management Group, Inc. to Eagle Asset Management Incleft Nov 9, 2015, registered Nov 9, 2017 (731 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address