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RIA / WealthAdvisorCertified Financial Planner35 years in industry

DOUGLAS LOUIS KOBAK

Advisor at MAIN LINE GROUP WEALTH MANAGEMENT, LLC

PARK CITY, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jan 12, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Douglas Louis Kobak

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAIN LINE GROUP WEALTH MANAGEMENT, LLC
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: Dec 4, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 4, 1990
First registration: Jan 12, 2000
Dual registered: no
Other names: DOUG LOUIS KOBAK
IAPD individual key: 1395715

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
MAIN LINE GROUP WEALTH MANAGEMENT, LLC	Independent wealth	Jul 30, 2012	n/a	yes	PARK CITY, UT	Current employment
DIASTOLE WEALTH MANAGEMENT	Independent wealth	Jul 29, 2009	Dec 31, 2010	no	CONSHOHOCKEN, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 14, 2009	no	WEST CONSHOHOCKEN, PA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 12, 2000	Jun 1, 2009	no	BERWYN, PA\|BERWYN, PA\|WEST CONSHOHOCKEN, PA	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
DIASTOLE WEALTH MANAGEMENT	MAIN LINE GROUP WEALTH MANAGEMENT, LLC	Dec 31, 2010	Jul 30, 2012	577	Firm change after gap	Other
MORGAN STANLEY	DIASTOLE WEALTH MANAGEMENT	Aug 14, 2009	Jul 29, 2009	-16	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MAIN LINE GROUP WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 30, 2012 to presentfactForm ADV
→ DIASTOLE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 29, 2009 to Dec 31, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 14, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 12, 2000 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.