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

PRIVATE PORTFOLIO OF SAN DIEGO

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 19, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 19, 1996

First registration

Aug 31, 2007

Dual registered

yes, broker-dealer

Other names

RICARDO LLANOS

IAPD individual key

2675634

• Occurred

  Feb 27, 2024
  Advisor changed firm

  Ricardo Llanos left Insight Securities, Inc. for Private Portfolio Of San Diego (registered 2024-08-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cbca849-885c-897d-ec12-36c372e49b40

First observed

Aug 31, 2007

Last observed

Sep 15, 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.