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.

Current firm

THE PACIFIC FINANCIAL GROUP, INC.

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

Mar 31, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Current registrations

2

Registered states

2

Exams

S66

First exam

Mar 31, 1999

Dual registered

no

Other names

KAI MELE BERNHEIM|KAI MELE KELLEY

IAPD individual key

2938755

Graph

RIA / Wealth Management

Canonical id

dfx:ria:423db815-df7c-e2f0-5607-22a9183b903d

First observed

Mar 31, 1999

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.