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

Jan 1, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Feb 11, 2002

First registration

Jul 30, 2002

Dual registered

no

Other names

KRISTEN YVONNE SANGUINO|KRISTIN YVONNE SANGUINO|KRISTIN YVONNE SANGUINO DANIOLOWICZ|KRISTIN YVONNE DANIOLOWICZ|KRISTIN YVONNE SANGUINO DANIOLOWICZ|KRISTIN YVONNE SANGUINO|KRISTIN S. DANIOLOWICZ

IAPD individual key

4400710

• Occurred

  Jun 1, 2026
  Advisor changed firm

  Kristin Sanguino left Personal Cfo Solutions Llc for Consolidated Portfolio Review Corp (registered 2026-05-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcecc03c-1846-ca01-1a23-d89c7713c47c

First observed

Jul 30, 2002

Last observed

Sep 15, 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.