RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•••• R•••••• H•••••
- Designations
- CPA, CFPreportedpacificfa.comas printed on the bio page, Sep 16, 2026
- Professional profile
- pacificfa.com/dick-harsinreportedpacificfa.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•••••• F•••••••• A••••••• independent RIA currentsince Jan 2, 2026 · Bellevue, Wa
- C••••••••• F•••••••• N•••••• national BDJul 2, 2014 to Dec 31, 2025 · San Diego, Ca
- H••••• R••••••••• P•••••••• I••• unclassifiedFeb 14, 1997 to Sep 1, 2003 · Edomds, Wa
- L•• F•••••••• L•• BD affiliatedMar 7, 1994 to Jul 7, 2014 · Lynnwood, Wa
- C••••••••• F•••••••• N•••••• to P•••••• F•••••••• A•••••••left Dec 31, 2025, registered Jan 2, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to H••••• R••••••••• P•••••••• I•••left Jul 7, 2014, registered Feb 14, 1997 (-6352 days) · Other
- H••••• R••••••••• P•••••••• I••• to C••••••••• F•••••••• N••••••left Sep 1, 2003, registered Jul 2, 2014 (3957 days) · Other
- E•••• R•••••• H••••• left C••••••••• F•••••••• N•••••• for P•••••• F•••••••• A••••••• (registered 2026-01-02)Dec 31, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address