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

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

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

Jan 22, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 22, 2003

First registration

Nov 22, 2004

Dual registered

yes, broker-dealer

Other names

ROBERTO ISASI VANTINI|Roberto Isasi|Roberto IsasiVantini

IAPD individual key

4541030

• Occurred

  Apr 20, 2023
  Advisor changed firm

  Roberto Isasi left Davivienda Advisors for Portfolio Resources Advisor Group, Inc. (registered 2023-09-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b992b925-b7b3-8516-5fb2-e358caf2ee46

First observed

Nov 22, 2004

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.