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Registered advisor

A••••• F••••••••

W•••• F•••• A•••••••wirehouseAddison, Tx dual registrantIAPD 7469576

Feed of 09/15/2026

Also filed as A••••• Patrick F••••••••

At current firm

0 y

since Aug 3, 2026

In the industry

11 y

since Jun 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

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Aug 3, 2026 · Addison, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Aug 22, 2025 to Jun 1, 2026 · Dallas, Tx
J••• M••••• S••••••••• L•• wirehouse
Sep 30, 2024 to Jul 16, 2025 · Plano, Tx
E••••• J•••• national BD
Apr 28, 2022 to Feb 22, 2024 · Oak Ridge, Tn

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Jun 1, 2026, registered Aug 3, 2026 (63 days) · Wirehouse to wirehouse
J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jul 16, 2025, registered Aug 22, 2025 (37 days) · Wirehouse to wirehouse
E••••• J•••• to J••• M••••• S••••••••• L••
left Feb 22, 2024, registered Sep 30, 2024 (221 days) · Affiliated broker-dealer or bank to wirehouse

Signals

A••••• F•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2026-08-03)
Jun 1, 2026 · Advisor changed firm · fact
A••••• F•••••••• left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-08-22)
Jul 16, 2025 · Advisor changed firm · fact
A••••• F•••••••• left E••••• J•••• for J••• M••••• S••••••••• L•• (registered 2024-09-30)
Feb 22, 2024 · 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address