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RIA / WealthAdvisor22 years in industry

JOHN DAVID PAK

Advisor at VECTOR3 WEALTH MANAGEMENT

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:6e17b04e-3a77-5975-55b2-5ba9fc363763

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 2, 2004 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: VECTOR3 WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 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: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 1, 2004
First registration: Mar 2, 2004
Dual registered: no
Other names: JOHN PAK
IAPD individual key: 2741277

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
VECTOR3 WEALTH MANAGEMENT	No RAUM reported	Aug 4, 2026	n/a	yes	SAN DIEGO, CA	Current employment
ASCENTIS ASSET MANAGEMENT, LLC	No RAUM reported	Mar 5, 2025	Aug 3, 2026	no	DALLAS, TX\|Encinitas, CA	Previous registration
ASCENTIS INDEPENDENT ADVISORS, LLC	Independent wealth	Sep 16, 2022	Aug 3, 2026	no	DALLAS, TX\|SANTA CRUZ, CA\|Encinitas, CA	Previous registration
GOLDEN STATE EQUITY ADVISORS, LLC	Former SEC adviser	Oct 15, 2020	Sep 20, 2022	no	SOUTH COAST METRO, CA\|Santa Cruz, CA	Previous registration
EDGE WEALTH MANAGEMENT, LLC	Independent wealth	Nov 23, 2009	Oct 15, 2020	no	NEW YORK, NY\|SANTA CRUZ, CA	Previous registration
MIDANEK/PAK ADVISORS, LLC	n/a	Mar 2, 2004	Jun 18, 2008	no	WALNUT CREEK, CA	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
ASCENTIS ASSET MANAGEMENT, LLC	VECTOR3 WEALTH MANAGEMENT	Aug 3, 2026	Aug 4, 2026	1	Firm change	Other
ASCENTIS INDEPENDENT ADVISORS, LLC	ASCENTIS ASSET MANAGEMENT, LLC	Aug 3, 2026	Mar 5, 2025	-516	Firm change after gap	RIA to RIA
GOLDEN STATE EQUITY ADVISORS, LLC	ASCENTIS INDEPENDENT ADVISORS, LLC	Sep 20, 2022	Sep 16, 2022	-4	Firm change	RIA to RIA
EDGE WEALTH MANAGEMENT, LLC	GOLDEN STATE EQUITY ADVISORS, LLC	Oct 15, 2020	Oct 15, 2020	0	Firm change	RIA to RIA
MIDANEK/PAK ADVISORS, LLC	EDGE WEALTH MANAGEMENT, LLC	Jun 18, 2008	Nov 23, 2009	523	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
289796:322879:CA:2022-09-20	Sep 20, 2022	Sep 16, 2022	SANTA CRUZ, CA	Firm change

Relationships

Registered with (6)

→ VECTOR3 WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 4, 2026 to presentfactForm ADV
→ ASCENTIS ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2025 to Aug 3, 2026factForm ADV
→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 16, 2022 to Aug 3, 2026factForm ADV
→ GOLDEN STATE EQUITY ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 15, 2020 to Sep 20, 2022factForm ADV
→ EDGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 23, 2009 to Oct 15, 2020factForm ADV
→ MIDANEK/PAK ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 2, 2004 to Jun 18, 2008factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
John David Pak left Ascentis Independent Advisors, Llc for Ascentis Asset Management, Llc (registered 2025-03-05)
Form ADVobserved 5 days ago
Occurred
Aug 3, 2026
Advisor changed firm
John David Pak left Ascentis Asset Management, Llc for Vector3 Wealth Management (registered 2026-08-04)
Form ADVobserved 5 days ago
Occurred
Sep 20, 2022
Advisor changed firm
John David Pak left Golden State Equity Advisors, Llc for Ascentis Independent Advisors, Llc (registered 2022-09-16)
Form ADVobserved 5 days ago