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 Eugene Steketee
Feed of 09/14/2026
Also filed as Patrick Steketee
At current firm
1 y
since Jul 18, 2025
In the industry
16 y
since Jul 9, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Invesco Advisers, Inc. asset manager currentsince Jul 18, 2025 · Downers Grove, Il
- Bmo Harris Financial Advisors, Inc formerJul 26, 2011 to Apr 30, 2012 · Chicago, Il
- Edward Jones national BDJul 13, 2010 to Feb 4, 2011 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- Bmo Harris Financial Advisors, Inc to Invesco Advisers, Inc.left Apr 30, 2012, registered Jul 18, 2025 (4827 days) · Other
- Edward Jones to Bmo Harris Financial Advisors, Incleft Feb 4, 2011, registered Jul 26, 2011 (172 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address