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
Brent Michael Pahnke
Feed of 09/14/2026
At current firm
2 y
since Nov 1, 2023
In the industry
25 y
since Apr 12, 2001 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Harbour Investments, Inc. independent RIA currentsince Nov 1, 2023 · Middleton, Wi
- Ignite Planners LLC independent RIAJan 11, 2018 to Jan 22, 2024 · Mission Viejo, Ca
- Cetera Advisor Networks LLC formerSep 6, 2017 to Sep 26, 2018 · San Diego, Ca
- Girard Securities, Inc. formerFeb 22, 2006 to Nov 1, 2017 · Milwaukee, Wi
- RBC Capital Markets, LLC national BDApr 19, 2005 to Mar 10, 2006 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Ignite Planners LLC to Harbour Investments, Inc.left Jan 22, 2024, registered Nov 1, 2023 (-82 days) · RIA to RIA
- Cetera Advisor Networks LLC to Ignite Planners LLCleft Sep 26, 2018, registered Jan 11, 2018 (-258 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Girard Securities, Inc. to Cetera Advisor Networks LLCleft Nov 1, 2017, registered Sep 6, 2017 (-56 days) · corporate re-registration, not a move
- RBC Capital Markets, LLC to Girard Securities, Inc.left Mar 10, 2006, registered Feb 22, 2006 (-16 days) · Other
Signals
- Brent Michael Pahnke left Ignite Planners Llc for Harbour Investments, Inc. (registered 2023-11-01)Jan 22, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address