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
Marc Masao Kadomatsu
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
9 y
since Feb 13, 2017
In the industry
20 y
since Apr 3, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Human Investing mixed wealth currentsince Feb 13, 2017 · Lake Oswego, Or
- Merriman formerMar 23, 2016 to Jan 3, 2017 · Portland, Or
- Tpg Financial Advisors, LLC mixed wealthDec 13, 2010 to Feb 22, 2016 · Portland, Or
- Securian Financial Services, Inc. formerJan 4, 2008 to Oct 28, 2010 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Merriman to Human Investingleft Jan 3, 2017, registered Feb 13, 2017 (41 days) · Other
- Tpg Financial Advisors, LLC to Merrimanleft Feb 22, 2016, registered Mar 23, 2016 (30 days) · Other
- Securian Financial Services, Inc. to Tpg Financial Advisors, LLCleft Oct 28, 2010, registered Dec 13, 2010 (46 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address