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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P•••••• S••••••• C••••••••
- Professional profile
- linkedin.com/in/patrick-cavanaugh-7487b6a7reportedadviserinfo.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.
- C•••••••• W••••• M••••••••• L•• state registered currentsince Dec 11, 2025 · Baton Rouge, La
- N••••••••• M••••• I••••••••• S••••••••• no RAUMJan 27, 2023 to Oct 20, 2025 · Baton Rouge, La
- C••••• A•••••• N••••••• L•• formerMar 23, 2022 to Nov 23, 2022 · Boca Raton, Fl
- L•• F•••••••• L•• BD affiliatedOct 3, 2019 to Apr 18, 2022 · Baton Rouge, La
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 1, 2016 to Oct 4, 2019 · Baton Rouge, La
- P•••••••• A••••••• national BDJun 15, 2015 to May 31, 2016 · Baton Rouge, La
- N••••••••• M••••• I••••••••• S••••••••• to C•••••••• W••••• M••••••••• L••left Oct 20, 2025, registered Dec 11, 2025 (52 days) · Other
- C••••• A•••••• N••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••left Nov 23, 2022, registered Jan 27, 2023 (65 days) · Other
- L•• F•••••••• L•• to C••••• A•••••• N••••••• L••left Apr 18, 2022, registered Mar 23, 2022 (-26 days) · RIA to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Oct 4, 2019, registered Oct 3, 2019 (-1 days) · Wirehouse to affiliated broker-dealer or bank
- P•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 31, 2016, registered Jun 1, 2016 (1 days) · Affiliated broker-dealer or bank to wirehouse
- P•••••• S••••••• C•••••••• left N••••••••• M••••• I••••••••• S••••••••• for C•••••••• W••••• M••••••••• L•• (registered 2025-12-11)Oct 20, 2025 · a•••••• firm change · fact
- P•••••• S••••••• C•••••••• left C••••• A•••••• N••••••• L•• for N••••••••• M••••• I••••••••• S••••••••• (registered 2023-01-27)Nov 23, 2022 · a•••••• firm change · fact
- P•••••• S••••••• C•••••••• left L•• F•••••••• L•• for C••••• A•••••• N••••••• L•• (registered 2022-03-23)Apr 18, 2022 · a•••••• firm change · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address