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RIA / WealthAdvisorCertified Financial Planner34 years in industry

KORI LINN ALLEN

Advisor at PEARL WEALTH LLC

PORTLAND, OR

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Search this name across graphsid dfx:ria:2a0757f9-6214-0715-dc7e-8b0e7e699a3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 28, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PEARL WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 26, 1991
First registration: Apr 28, 1997
Dual registered: no
Other names: KORI LINN ALLEN|KORI LINN ALLEN
IAPD individual key: 1845744

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PEARL WEALTH LLC	Independent wealth	Jan 17, 2019	n/a	yes	PORTLAND, OR	Current employment
PINE HAVEN INVESTMENT COUNSEL, INC.	Independent wealth	Jul 16, 2009	Apr 25, 2019	no	FAIRHAVEN, MA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Mar 17, 2003	Jul 9, 2009	no	PORTLAND, OR	Previous registration
WESTERN PACIFIC INVESTMENT ADVISERS INC	n/a	Apr 28, 1997	Mar 12, 2003	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINE HAVEN INVESTMENT COUNSEL, INC.	PEARL WEALTH LLC	Apr 25, 2019	Jan 17, 2019	-98	Firm change after gap	RIA to RIA
COLDSTREAM WEALTH MANAGEMENT	PINE HAVEN INVESTMENT COUNSEL, INC.	Jul 9, 2009	Jul 16, 2009	7	Firm change	Other
WESTERN PACIFIC INVESTMENT ADVISERS INC	COLDSTREAM WEALTH MANAGEMENT	Mar 12, 2003	Mar 17, 2003	5	Firm change	Other

Relationships

Registered with (4)

→ PEARL WEALTH LLCRegistered adviserregistration: current employment
Jan 17, 2019 to presentfactForm ADV
→ PINE HAVEN INVESTMENT COUNSEL, INC.Registered adviserregistration: previous registration
Jul 16, 2009 to Apr 25, 2019factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 17, 2003 to Jul 9, 2009factForm ADV
→ WESTERN PACIFIC INVESTMENT ADVISERS INCRegistered adviserregistration: previous registration
Apr 28, 1997 to Mar 12, 2003factForm ADV

Dated events

No dated event names this entity yet.