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
Kory Christiaan Lackey
Feed of 09/14/2026
At current firm
2 y
since Apr 12, 2024
In the industry
23 y
since Oct 29, 2002 (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
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cloud Capital Management independent RIA currentsince Apr 12, 2024 · Seattle, Wa
- Corient independent RIAFeb 20, 2023 to Jul 7, 2023 · Seattle, Wa
- Columbia Pacific Wealth Management formerMay 13, 2015 to Jul 7, 2023 · Seattle, Wa
- Kibble & Prentice Holding Company formerAug 3, 2006 to May 1, 2015 · Seattle, Wa
- Elliott Cove Capital Management mixed wealthFeb 10, 2003 to May 29, 2003 · Seattle, Wa
- Economic Investment Advisors, Inc. unclassifiedOct 29, 2002 to Jan 24, 2003 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Columbia Pacific Wealth Management to Corientleft Jul 7, 2023, registered Feb 20, 2023 (-137 days) · RIA to RIA
- Corient to Cloud Capital Managementleft Jul 7, 2023, registered Apr 12, 2024 (280 days) · Affiliated broker-dealer or bank to independent RIA
- Kibble & Prentice Holding Company to Columbia Pacific Wealth Managementleft May 1, 2015, registered May 13, 2015 (12 days) · Other · moved with a team
- Elliott Cove Capital Management to Kibble & Prentice Holding Companyleft May 29, 2003, registered Aug 3, 2006 (1162 days) · Other
- Economic Investment Advisors, Inc. to Elliott Cove Capital Managementleft Jan 24, 2003, registered Feb 10, 2003 (17 days) · Other
Signals
- Kory Christiaan Lackey left Columbia Pacific Wealth Management for Corient (registered 2023-02-20)Jul 7, 2023 · Advisor changed firm · fact
- Kory Christiaan Lackey left Corient for Cloud Capital Management (registered 2024-04-12)Jul 7, 2023 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address