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.
A•• P•••••
- Professional profile
- linkedin.com/in/ana-pasion-aams-awma-2285a614reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- T•• W••••• C••••••••• G•••• independent RIA currentsince Mar 6, 2026 · Las Vegas, Nv
- F•••• C•••••• A••••••• S••••••• BD affiliatedJan 15, 2025 to Mar 2, 2026 · San Diego, Ca
- L•• F•••••••• L•• BD affiliatedJul 27, 2020 to Aug 31, 2023 · San Diego, Ca
- F•••• A••••• S••••••••• I••• formerAug 3, 2012 to Aug 29, 2012 · San Diego, Ca
- F•••• A••••• A••••••• S•••••••• I••• formerAug 2, 2012 to Apr 22, 2020 · San Diego, Ca
- W•••• F•••• I••••••••• L•• unclassifiedOct 24, 2002 to Jan 14, 2009 · Pasadena, Ca
- F•••• C•••••• A••••••• S••••••• to T•• W••••• C••••••••• G••••left Mar 2, 2026, registered Mar 6, 2026 (4 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to F•••• C•••••• A••••••• S•••••••left Aug 31, 2023, registered Jan 15, 2025 (503 days) · Affiliated broker-dealer or bank to another
- F•••• A••••• A••••••• S•••••••• I••• to F•••• A••••• S••••••••• I•••left Apr 22, 2020, registered Aug 3, 2012 (-2819 days) · Other
- F•••• A••••• S••••••••• I••• to L•• F•••••••• L••left Aug 29, 2012, registered Jul 27, 2020 (2889 days) · Other
- W•••• F•••• I••••••••• L•• to F•••• A••••• A••••••• S•••••••• I•••left Jan 14, 2009, registered Aug 2, 2012 (1296 days) · Other
- A•• P••••• left F•••• C•••••• A••••••• S••••••• for T•• W••••• C••••••••• G•••• (registered 2026-03-06)Mar 2, 2026 · Advisor changed firm · fact
- A•• P••••• left L•• F•••••••• L•• for F•••• C•••••• A••••••• S••••••• (registered 2025-01-15)Aug 31, 2023 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address