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

COLLABORATIVE PORTFOLIO MANAGEMENT

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

Aug 9, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Aug 9, 2002

First registration

Aug 24, 2009

Dual registered

no

Other names

JOHN PATRICK ORIDNGREFF

IAPD individual key

2114466

• Occurred

  Jan 3, 2025
  Advisor changed firm

  John Patrick Orindgreff left Capital Portfolio Management L.L.C. for Collaborative Portfolio Management (registered 2024-11-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9d3dd376-fb4b-638d-efd1-12b1a2297cf5

First observed

Aug 24, 2009

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.