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

Dec 16, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Exams

S63|S66

First exam

Dec 16, 2011

First registration

Jul 22, 2020

Dual registered

yes, broker-dealer

IAPD individual key

5981664

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Stefan Austin Burke left Lpl Financial Llc for Vanderbilt Advisory Services (registered 2026-08-27)

  Form ADVobserved 6 days ago
• Occurred

  Mar 28, 2022
  Advisor changed firm

  Stefan Austin Burke left J. W. Cole Advisors, Inc. for Lpl Financial Llc (registered 2022-04-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3df1974-b10c-0e6f-89a8-86aeb3b5f4d7

First observed

Jul 22, 2020

Last observed

Sep 14, 2026 7 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.