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 Allan Thomas
Feed of 09/14/2026
At current firm
0 y
since May 28, 2026
In the industry
45 y
since Jul 27, 1981 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Fortis Capital Advisors, LLC independent RIA currentsince May 28, 2026 · Atlanta, Ga
- Mpwm Advisory Solutions LLC independent RIAMay 28, 2026 to Aug 5, 2026 · Alpharetta, Ga
- Cardea Capital Advisors, LLC independent RIAJan 19, 2021 to May 22, 2026 · Vero Beach, Fl
- Lindner Capital Advisors, Inc. formerDec 5, 2019 to Dec 23, 2020 · Atlanta, Ga
- San Blas Advisory, Inc. independent RIAAug 5, 2019 to Aug 20, 2019 · Atlanta, Ga
- Private Wealth Advisory Group, Inc. unclassifiedFeb 13, 2015 to Dec 9, 2016 · Marietta, Ga
- Lindner Capital Advisors, Inc. formerJul 11, 2012 to Aug 6, 2019 · Marietta, Ga
- Summit Wealth Management, Inc formerOct 28, 2011 to May 7, 2012 · Atlanta, Ga
- The Meyers Group, Inc. unclassifiedFeb 19, 2010 to Dec 31, 2010 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Mpwm Advisory Solutions LLC to Fortis Capital Advisors, LLCleft Aug 5, 2026, registered May 28, 2026 (-69 days) · RIA to RIA
- Cardea Capital Advisors, LLC to Mpwm Advisory Solutions LLCleft May 22, 2026, registered May 28, 2026 (6 days) · RIA to RIA
- Lindner Capital Advisors, Inc. to Cardea Capital Advisors, LLCleft Dec 23, 2020, registered Jan 19, 2021 (27 days) · RIA to a newly registered adviser · moved with a team
- San Blas Advisory, Inc. to Lindner Capital Advisors, Inc.left Aug 20, 2019, registered Dec 5, 2019 (107 days) · RIA to RIA
- Lindner Capital Advisors, Inc. to Private Wealth Advisory Group, Inc.left Aug 6, 2019, registered Feb 13, 2015 (-1635 days) · Other
- Private Wealth Advisory Group, Inc. to San Blas Advisory, Inc.left Dec 9, 2016, registered Aug 5, 2019 (969 days) · Other
- Summit Wealth Management, Inc to Lindner Capital Advisors, Inc.left May 7, 2012, registered Jul 11, 2012 (65 days) · Other
- The Meyers Group, Inc. to Summit Wealth Management, Incleft Dec 31, 2010, registered Oct 28, 2011 (301 days) · Other
Signals
- Patrick Allan Thomas left Mpwm Advisory Solutions Llc for Fortis Capital Advisors, Llc (registered 2026-05-28)Aug 5, 2026 · Advisor changed firm · fact
- Patrick Allan Thomas left Cardea Capital Advisors, Llc for Mpwm Advisory Solutions Llc (registered 2026-05-28)May 22, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address