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 Fletcher
Certified Financial Planner
Feed of 09/14/2026
Also filed as Patrick Fletcher
At current firm
0 y
since Jun 25, 2026
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Gensphere Private Wealth, LLC state registered currentsince Jun 25, 2026 · Gig Harbor, Wa
- Gensphere Private Wealth, LLC unclassifiedJan 9, 2026 to Jul 7, 2026 · Gig Harbor, Wa
- D.A. Davidson & Co. independent RIAAug 4, 2022 to Jan 9, 2026 · Seattle, Wa
- Parcion Private Wealth LLC independent RIAOct 12, 2020 to Mar 24, 2022 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Gensphere Private Wealth, LLC to Gensphere Private Wealth, LLCleft Jul 7, 2026, registered Jun 25, 2026 (-12 days) · Other · moved with a team
- D.A. Davidson & Co. to Gensphere Private Wealth, LLCleft Jan 9, 2026, registered Jan 9, 2026 (0 days) · Other · moved with a team
- Parcion Private Wealth LLC to D.A. Davidson & Co.left Mar 24, 2022, registered Aug 4, 2022 (133 days) · RIA to RIA
Signals
- Patrick Robert Fletcher left Gensphere Private Wealth, Llc for Gensphere Private Wealth, Llc (registered 2026-06-25)Jul 7, 2026 · Advisor changed firm · fact
- Patrick Robert Fletcher left D.A. Davidson & Co. for Gensphere Private Wealth, Llc (registered 2026-01-09)Jan 9, 2026 · Advisor changed firm · fact
- Patrick Robert Fletcher left Parcion Private Wealth Llc for D.A. Davidson & Co. (registered 2022-08-04)Mar 24, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address