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 Dominic Melvin

Grimes & Companyindependent RIADevon, Pa IA-onlyIAPD 5679982
Certified Financial Planner
Feed of 09/15/2026
Also filed as Patrick D Melvin
At current firm
0 y
since Mar 24, 2026
In the industry
16 y
since Apr 20, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Professional profile
linkedin.com/in/pat-melvin-cfp%C2%AE-5834942breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Patrick Dominic Melvin left Brighton Jones Llc for Grimes & Company (registered 2026-03-24)
    Mar 20, 2026 · Advisor changed firm · fact
  • Patrick Dominic Melvin left Vanguard Advisers, Inc. for Brighton Jones Llc (registered 2023-02-17)
    Dec 31, 2022 · Advisor changed firm · fact
  • Patrick Dominic Melvin left Modera Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2022-03-15)
    Feb 10, 2022 · Advisor changed firm · fact
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
16derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address