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 Robert Housen
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Feb 10, 2025
In the industry
14 y
since Mar 1, 2012 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince Feb 10, 2025 · Manasquan, Nj
- Mariner BD affiliatedNov 28, 2016 to Feb 7, 2025 · Manasquan, Nj
- Mariner Wealth Advisors formerJul 22, 2014 to Dec 31, 2018 · Overland Park, Ks
- Housen Financial Group, Inc. formerJul 25, 2012 to Jul 21, 2014 · Manasquan, Nj
- Capital Analysts BD affiliatedJun 4, 2012 to May 25, 2018 · Manasquan, Nj
- Lincoln Investment independent RIAJun 1, 2012 to May 25, 2018 · Manasquan, Nj
- Cincinnati Analysts, Inc formerMay 2, 2012 to Jun 1, 2012 · Manasquan, Nj
Moves
a registration end followed by a registration begin elsewhere
- Mariner Wealth Advisors to Marinerleft Dec 31, 2018, registered Nov 28, 2016 (-763 days) · Other · moved with a team
- Capital Analysts to Housen Financial Group, Inc.left May 25, 2018, registered Jul 25, 2012 (-2130 days) · Other
- Lincoln Investment to Capital Analystsleft May 25, 2018, registered Jun 4, 2012 (-2181 days) · Other
- Housen Financial Group, Inc. to Mariner Wealth Advisorsleft Jul 21, 2014, registered Jul 22, 2014 (1 days) · Other
- Cincinnati Analysts, Inc to Lincoln Investmentleft Jun 1, 2012, registered Jun 1, 2012 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address