DFX Intelligence
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.
Registered advisor
Daniel P Ostlund
Feed of 09/15/2026
Also filed as Dan Ostlund
At current firm
3 y
since Mar 8, 2023
In the industry
34 y
since Mar 16, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Pinkerton Wealth Partners independent RIA currentsince Mar 8, 2023 · University Place, Wa
- Cpr Investments Inc independent RIAMar 8, 2022 to Mar 7, 2023 · University Place, Wa
- Tactive Advisors, LLC independent RIANov 16, 2021 to Mar 17, 2022 · Sarasota, Fl
- Capital Management Services, Inc. independent RIADec 7, 2020 to Mar 17, 2022 · University Place, Wa
- World Equity Group, Inc. BD affiliatedApr 6, 2020 to Dec 10, 2020 · University Place, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cpr Investments Inc to Pinkerton Wealth Partnersleft Mar 7, 2023, registered Mar 8, 2023 (1 days) · RIA to RIA
- Capital Management Services, Inc. to Tactive Advisors, LLCleft Mar 17, 2022, registered Nov 16, 2021 (-121 days) · Other
- Tactive Advisors, LLC to Cpr Investments Incleft Mar 17, 2022, registered Mar 8, 2022 (-9 days) · RIA to RIA
- World Equity Group, Inc. to Capital Management Services, Inc.left Dec 10, 2020, registered Dec 7, 2020 (-3 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Daniel P Ostlund left Cpr Investments Inc for Pinkerton Wealth Partners (registered 2023-03-08)Mar 7, 2023 · Advisor changed firm · fact
- Daniel P Ostlund left Capital Management Services, Inc. for Tactive Advisors, Llc (registered 2021-11-16)Mar 17, 2022 · Advisor changed firm · fact
- Daniel P Ostlund left Tactive Advisors, Llc for Cpr Investments Inc (registered 2022-03-08)Mar 17, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address