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
Stanko Pavlovic
Feed of 09/15/2026
Also filed as Stanko Pavolvic
At current firm
2 y
since May 9, 2024
In the industry
30 y
since Jan 30, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Planmember Securities Corporation independent RIA currentsince May 9, 2024 · Chicago, Il
- The Wealth Consulting Group independent RIAJul 17, 2023 to Jun 4, 2024 · Las Vegas, Nv
- V Wealth Advisors LLC formerSep 19, 2017 to Dec 31, 2023 · Chicago, Il
- Bmo Harris Financial Advisors, Inc formerJun 2, 2008 to Sep 25, 2017 · Niles, Il
- Citizens Securities, Inc. BD affiliatedOct 26, 2006 to Jun 6, 2008 · Lincolnwood, Il
- Banc One Securities Corporation unclassifiedJan 12, 2001 to Mar 9, 2005 · Evanston, Il
Moves
a registration end followed by a registration begin elsewhere
- The Wealth Consulting Group to Planmember Securities Corporationleft Jun 4, 2024, registered May 9, 2024 (-26 days) · RIA to RIA
- V Wealth Advisors LLC to The Wealth Consulting Groupleft Dec 31, 2023, registered Jul 17, 2023 (-167 days) · corporate re-registration, not a move
- Bmo Harris Financial Advisors, Inc to V Wealth Advisors LLCleft Sep 25, 2017, registered Sep 19, 2017 (-6 days) · Other
- Citizens Securities, Inc. to Bmo Harris Financial Advisors, Incleft Jun 6, 2008, registered Jun 2, 2008 (-4 days) · Other
- Banc One Securities Corporation to Citizens Securities, Inc.left Mar 9, 2005, registered Oct 26, 2006 (596 days) · Other
Signals
- Stanko Pavlovic left The Wealth Consulting Group for Planmember Securities Corporation (registered 2024-05-09)Jun 4, 2024 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address