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

Apr 5, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Apr 5, 1991

First registration

Jun 9, 2003

Dual registered

yes, broker-dealer

IAPD individual key

2132001

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Cary Edward Urich left Vanderbilt Advisory Services for Consolidated Portfolio Review Corp (registered 2025-05-01)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2023
  Advisor changed firm

  Cary Edward Urich left United Planners' Financial Services Of America A Limited Partner for Vanderbilt Advisory Services (registered 2024-01-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b065d2ec-4138-0310-31ff-3b68561a2e45

First observed

Jun 9, 2003

Last observed

Sep 14, 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.