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.
Feed of 09/14/2026
Also filed as Pamala E Price
At current firm
0 y
since Jul 2, 2026
In the industry
19 y
since Jan 26, 2007 (earliest exam, job or registration)
Prior registered firms
5
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Jul 2, 2026 · Tucson, Az
- Morgan Stanley wirehouseOct 28, 2022 to Jul 29, 2026 · Bellevue, Wa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 17, 2019 to Nov 4, 2022 · Seattle, Wa
- Wells Fargo Advisors wirehouseOct 31, 2014 to May 23, 2019 · Tucson, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Nov 4, 2014 · Tucson, Az
- Banc Of America Investment Services, Inc. unclassifiedFeb 5, 2007 to Oct 23, 2009 · Tucson, Az
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Wells Fargo Advisorsleft Jul 29, 2026, registered Jul 2, 2026 (-27 days) · Wirehouse to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Nov 4, 2022, registered Oct 28, 2022 (-7 days) · Wirehouse to wirehouse · moved with a team
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft May 23, 2019, registered Jun 17, 2019 (25 days) · Wirehouse to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Nov 4, 2014, registered Oct 31, 2014 (-4 days) · Wirehouse to wirehouse
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
Signals
- Pamala Price left Morgan Stanley for Wells Fargo Advisors (registered 2026-07-02)Jul 29, 2026 · Advisor changed firm · fact
- Pamala Price left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-10-28)Nov 4, 2022 · 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
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address