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

Aug 1, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 31, 2017

First registration

Jun 5, 2020

Dual registered

yes, broker-dealer

Other names

Kimberly Ann Kaufman

IAPD individual key

6740417

• Occurred

  Jan 19, 2024
  Advisor changed firm

  Kimberly A Mallas left Lone Peak Advisers for Consolidated Portfolio Review Corp (registered 2024-02-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d36d7c2f-8bb3-a0c1-d260-e0717b89ce10

First observed

Jun 5, 2020

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.