Business combination · Activity not yet classified
Patrick Britt advisory team
Transaction overview
Reported joined
Announced:
Exact closing date not established.
Krilogy reported that Patrick Britt joined with his advisory practice and longtime Wealth Services Manager Allison Wimer.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Patrick Britt Joins Krilogy®, Named Partner & Senior Wealth Advisor ↗
Krilogy · Published Aug 14, 2025
Reports Britt's transition to Krilogy with his practice and Allison Wimer, who had worked with him for seven years. No acquisition structure or exact joining day is stated.