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 Thomas Culhane
Certified Financial Planner
Feed of 09/14/2026
Also filed as Patrick Culhane
At current firm
7 y
since Jan 31, 2019
In the industry
12 y
since Dec 1, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Truist Advisory Services, Inc. BD affiliated currentsince Jan 31, 2019 · Melbourne, Fl
- Bb&T Securities, LLC formerJan 2, 2018 to Jan 4, 2019 · Melbourne, Fl
- Bb&T Investment Services, Inc. formerApr 3, 2017 to Jan 2, 2018 · Melbourne, Fl
- Suntrust Investment Services, Inc. formerOct 13, 2016 to Dec 31, 2016 · Cocoa Beach, Fl
- Truist Advisory Services, Inc. BD affiliatedOct 13, 2016 to Mar 23, 2017 · Cocoa Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Jan 4, 2019, registered Jan 31, 2019 (27 days) · Affiliated broker-dealer or bank to another
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- Truist Advisory Services, Inc. to Bb&T Investment Services, Inc.left Mar 23, 2017, registered Apr 3, 2017 (11 days) · Other
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Oct 13, 2016 (-79 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address