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 8, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Apr 8, 2003

First registration

Sep 25, 2007

Dual registered

no

IAPD individual key

4634793

• Occurred

  Aug 17, 2022
  Advisor changed firm

  James Bernard Plummer left Ilg Private Wealth, Inc. for Consolidated Portfolio Review Corp (registered 2022-08-10)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:da03feb6-709c-8115-29b5-cc785bdea8ba

First observed

Sep 25, 2007

Last observed

Sep 15, 2026 4 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.