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 Charles Hannon
Certified Financial Planner
Feed of 09/14/2026
Also filed as Patrick Hannon
At current firm
0 y
since Mar 25, 2026
In the industry
15 y
since Jan 14, 2011 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rwa Wealth Partners independent RIA currentsince Mar 25, 2026 · Lathrup Village, Mi
- Planning Alternatives Ltd independent RIADec 10, 2014 to Mar 26, 2026 · Bloomfield Hills, Mi
- Wells Fargo Advisors wirehouseSep 28, 2011 to Dec 4, 2014 · East Lansing, Mi
- New England Securities Corporation formerJan 26, 2011 to Mar 3, 2011 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- Planning Alternatives Ltd to Rwa Wealth Partnersleft Mar 26, 2026, registered Mar 25, 2026 (-1 days) · RIA to RIA
- Wells Fargo Advisors to Planning Alternatives Ltdleft Dec 4, 2014, registered Dec 10, 2014 (6 days) · Other
- New England Securities Corporation to Wells Fargo Advisorsleft Mar 3, 2011, registered Sep 28, 2011 (209 days) · Other
Signals
- Patrick Charles Hannon left Planning Alternatives Ltd for Rwa Wealth Partners (registered 2026-03-25)Mar 26, 2026 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address