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.

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Registered advisor

P•••••• A• M•••••••

R•••••••• A•••• M•••••••••BD affiliatedMenlo Park, Ca dual registrantIAPD 7159618

Feed of 09/15/2026

Also filed as Patrick Alfred Mckevitt

At current firm

0 y

since May 1, 2026

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••••• A•••• M••••••••• BD affiliated current
since May 1, 2026 · Alsip, Il
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to Nov 6, 2025 · Willow Springs, Il
F••••••• P••••••• A•• W•••••••• A••••••• former
May 25, 2023 to Mar 31, 2025 · Oak Lawn, Il
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 31, 2022 to Apr 5, 2023 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to R•••••••• A•••• M•••••••••
left Nov 6, 2025, registered May 1, 2026 (176 days) · Affiliated broker-dealer or bank to another · moved with a team
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Apr 5, 2023, registered May 25, 2023 (50 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

P•••••• A• M••••••• left S•••••••• A••••••• L•• for R•••••••• A•••• M••••••••• (registered 2026-05-01)
Nov 6, 2025 · Advisor changed firm · fact
P•••••• A• M••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-05-25)
Apr 5, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address