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
Michael Glenn Pashak
Feed of 09/14/2026
At current firm
6 y
since Mar 16, 2020
In the industry
29 y
since Apr 4, 1997 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Ameriflex Group BD affiliated currentsince Mar 16, 2020 · Las Vegas, Nv
- Sagepoint Financial, Inc. formerMay 2, 2018 to May 19, 2020 · Las Vegas, Nv
- LPL Financial LLC BD affiliatedNov 5, 2014 to May 7, 2018 · Henderson, Nv
- World Equity Group, Inc. BD affiliatedSep 27, 2010 to Oct 24, 2014 · Ventura, Ca
- Wealth Planning And Management unclassifiedMar 30, 2010 to Feb 20, 2013 · Las Vegas, Nv
- LPL Financial LLC BD affiliatedNov 20, 2001 to Feb 23, 2010 · Henderson, Nv
Moves
a registration end followed by a registration begin elsewhere
- Sagepoint Financial, Inc. to The Ameriflex Groupleft May 19, 2020, registered Mar 16, 2020 (-64 days) · Affiliated broker-dealer or bank to a newly registered adviser
- LPL Financial LLC to Sagepoint Financial, Inc.left May 7, 2018, registered May 2, 2018 (-5 days) · RIA to affiliated broker-dealer or bank
- World Equity Group, Inc. to LPL Financial LLCleft Oct 24, 2014, registered Nov 5, 2014 (12 days) · Other
- Wealth Planning And Management to World Equity Group, Inc.left Feb 20, 2013, registered Sep 27, 2010 (-877 days) · Other
- LPL Financial LLC to Wealth Planning And Managementleft Feb 23, 2010, registered Mar 30, 2010 (35 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address