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 J Verdon
Feed of 09/15/2026
Also filed as Patrick James Jeffers Verdon
At current firm
7 y
since Nov 8, 2018
In the industry
13 y
since Oct 13, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- John Hancock Investment Management LLC asset manager currentsince Nov 8, 2018 · East Grand Rapids, Mi
- Manulife Investment Management (US) LLC asset managerOct 24, 2018 to Nov 8, 2018 · Tempe, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 26, 2013 to Jul 16, 2018 · Chandler, Az
- Ameriprise Financial Services, LLC national BDOct 15, 2012 to Jul 25, 2013 · Las Vegas, Nv
Moves
a registration end followed by a registration begin elsewhere
- Manulife Investment Management (US) LLC to John Hancock Investment Management LLCleft Nov 8, 2018, registered Nov 8, 2018 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Manulife Investment Management (US) LLCleft Jul 16, 2018, registered Oct 24, 2018 (100 days) · Other · moved with a team
- Ameriprise Financial Services, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 25, 2013, registered Aug 26, 2013 (32 days) · Affiliated broker-dealer or bank to wirehouse
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address