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

CONSOLIDATED PORTFOLIO REVIEW CORP

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 4, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Mar 4, 2004

First registration

Aug 27, 2010

Dual registered

no

Other names

L JIM EDMONSON|JIM EDMONSON|LIONEL JAMES EDMONSON

IAPD individual key

4731762

• Occurred

  Mar 20, 2026
  Advisor changed firm

  Lionel James Edmonson left Essex Private Wealth Management Llc for Consolidated Portfolio Review Corp (registered 2026-03-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c82508a-ec30-1b7d-5dba-ffa14b7d354c

First observed

Aug 27, 2010

Last observed

Sep 15, 2026 5 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.