Patrick L. Kinney

EVOLVE WEALTH ADVISORS LP

SCOTTSDALE, AZ 85258

Some features on this profile are disabled

CRD#: 2650735

Professional summary

Patrick Louis Kinney is a registered financial advisor currently at EVOLVE WEALTH ADVISORS LP located in Scottsdale, Arizona.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Patrick has worked at 10 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Louis Kinney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2021 - Present

EVOLVE WEALTH ADVISORS LP

Office #1: 7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

RIA

CRD#: 316038

SCOTTSDALE, AZ

Past

September 22, 2016 - August 5, 2021

EP WEALTH ADVISORS

RIA

CRD#: 111147

Los Angeles, CA

Past

September 2, 2015 - September 15, 2016

CHURCHILL MANAGEMENT GROUP

RIA

CRD#: 109651

SOUTH PASADENA, CA

Past

November 21, 2013 - August 31, 2015

CHECK CAPITAL MANAGEMENT INC

RIA

CRD#: 107058

COSTA MESA, CA

Past

June 23, 2009 - October 21, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

PASADENA, CA

Past

June 23, 2009 - October 21, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PASADENA, CA

Past

June 22, 2009 - October 21, 2013

TD AMERITRADE, INC.

CRD#: 7870

PASADENA, CA

Past

March 18, 2005 - February 26, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HIGHLAND PARK, IL

Past

January 20, 2005 - February 26, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HIGHLAND PARK, IL

Past

March 17, 2003 - August 4, 2004

STRONG CAPITAL MANAGEMENT INC

RIA

CRD#: 106638

CHICAGO, IL

Past

February 25, 2003 - August 4, 2004

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(3/21/2022)

IAR

California
(8/30/2021)

IAR

Idaho
(6/11/2025)

IAR

Illinois
(6/3/2022)

IAR

Oregon
(11/19/2022)

IAR

Texas
(2/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/13/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/2003

General Securities Representative Examination

Current Firm

EVOLVE WEALTH ADVISORS LP

CRD#: 316038 / SEC#: 801-122190

RIA

Registered Investment Advisory firm - (8/5/2022 Terminated)

Arizona

Registered Investment Advisory firm - (4/21/2022 Approved)

California

Registered Investment Advisory firm - (7/5/2022 Approved)

Idaho

Registered Investment Advisory firm - (6/11/2025 Approved)

Illinois

Registered Investment Advisory firm - (6/3/2022 Approved)

Oregon

Registered Investment Advisory firm - (11/19/2022 Approved)

Texas

Registered Investment Advisory firm - (1/11/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

Mailing Address

Phone number

(602) 805-5683

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 51,521,648

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick L. Kinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Louis Kinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

EP WEALTH ADVISORS

CHURCHILL MANAGEMENT GROUP

CHECK CAPITAL MANAGEMENT INC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

STRONG CAPITAL MANAGEMENT INC

STRONG INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2003

Series 7

Date: 2/24/2003

Current Firm

EVOLVE WEALTH ADVISORS LP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVOLVE WEALTH ADVISORS LP

TRUST BUT VERIFY

Similar Advisors