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Patrick Louis Kinney

Evolve Wealth Advisors LP

South Pasadena, CA

Scottsdale, AZ

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Current Employers
Evolve Wealth Advisors Lp

7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-11
OR RA APPROVED 2022-11-19
IL RA APPROVED 2022-06-03
AZ RA APPROVED 2022-03-21
TX RA APPROVED_RES 2022-02-11
CA RA APPROVED 2021-08-30
  • ID RA
    APPROVED
    Since 2025-06-11
  • OR RA
    APPROVED
    Since 2022-11-19
  • IL RA
    APPROVED
    Since 2022-06-03
  • AZ RA
    APPROVED
    Since 2022-03-21
  • TX RA
    APPROVED_RES
    Since 2022-02-11
  • CA RA
    APPROVED
    Since 2021-08-30

Branch Locations

South Pasadena, CA • United States

7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ep Wealth Advisors Valencia CA 09/2016 07/2021
Evolve Wealth Advisors, Lp Scottsdale AZ 07/2021 Present
Evolve Investment Holdings Llc Scottsdale AZ 07/2021 Present
Present Evolve Cross Border Investments Llc Scottsdale AZ 07/2024 Present
  • 09/2016 → 07/2021
    Ep Wealth Advisors
    Valencia, CA
  • 07/2021 → Present
    Evolve Wealth Advisors, Lp
    Scottsdale, AZ
  • 07/2021 → Present
    Evolve Investment Holdings Llc
    Scottsdale, AZ
  • 07/2024 → Present
    Present Evolve Cross Border Investments Llc
    Scottsdale, AZ
Previous Registrations
  • 2016-09-22 → 2021-08-05
    Ep Wealth Advisors
    Los Angeles, CA
    Torrance, CA
  • 2015-09-02 → 2016-09-15
    Churchill Management Group
    South Pasadena, CA
  • 2013-11-21 → 2015-08-31
    Check Capital Management Inc
    Costa Mesa, CA
  • 2009-06-23 → 2013-10-21
    Td Ameritrade, Inc.
    Pasadena, CA
  • 2009-06-23 → 2013-10-21
    Td Ameritrade Investment Management, Llc
    Pasadena, CA
    Pasadena, CA
  • 2005-03-18 → 2009-02-26
    Strategic Advisers Llc
    Highland Park, IL
  • 2003-03-17 → 2004-08-04
    Strong Capital Management Inc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-13
  • S66 Uniform Combined State Law Examination
    2003-03-13

View on SEC IAPD

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