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

Jun 17, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jun 17, 1993

First registration

Jul 17, 2003

Dual registered

yes, broker-dealer

IAPD individual key

2353341

• Occurred

  Jun 26, 2025
  Advisor changed firm

  Steven George Yazell left Cambridge Investment Research Advisors, Inc. for Consolidated Portfolio Review Corp (registered 2025-06-03)

  Form ADVobserved 4 days ago
• Occurred

  Jun 24, 2025
  Advisor changed firm

  Steven George Yazell left Ibn Financial Services, Inc for Cambridge Investment Research Advisors, Inc. (registered 2025-05-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98661a1e-6014-de04-e1dc-3b5b9a898076

First observed

Jul 17, 2003

Last observed

Sep 15, 2026 4 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.