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

Robert Patrick Pachciarz

Pinnacle Financial Planningstate registeredAurora, IlIA-onlyIAPD 5337955

Feed of 09/14/2026

Also filed as Patrick Pachciarz

At current firm

0 y

since May 18, 2026

In the industry

19 y

since Jun 14, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pinnacle Financial Planning state registered current
since May 18, 2026 · Aurora, Il
Pinnacle Financial Planning state registered
May 2, 2022 to Dec 31, 2024 · Aurora, Il
Elevated Capital Advisors, LLC independent RIA
Dec 21, 2021 to Aug 8, 2024 · Aurora, Il
Supreme Alliance LLC independent RIA
Jan 2, 2020 to Mar 16, 2021 · Charlotte, Nc
Iht Wealth Management LLC BD affiliated
Sep 26, 2018 to Nov 13, 2019 · Naperville, Il
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Sep 21, 2018 · Naperville, Il
Chase Investment Services Corp. former
Mar 4, 2011 to Oct 1, 2012 · Naperville, Il

Moves

a registration end followed by a registration begin elsewhere

Elevated Capital Advisors, LLC to Pinnacle Financial Planning
left Aug 8, 2024, registered May 2, 2022 (-829 days) · RIA to a state-registered adviser
Supreme Alliance LLC to Elevated Capital Advisors, LLC
left Mar 16, 2021, registered Dec 21, 2021 (280 days) · RIA to RIA
Iht Wealth Management LLC to Supreme Alliance LLC
left Nov 13, 2019, registered Jan 2, 2020 (50 days) · RIA to RIA
J.P. Morgan Securities LLC to Iht Wealth Management LLC
left Sep 21, 2018, registered Sep 26, 2018 (5 days) · Wirehouse to independent RIA
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

Robert Patrick Pachciarz left Elevated Capital Advisors, Llc for Pinnacle Financial Planning (registered 2022-05-02)
Aug 8, 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: STATE REGISTEREDderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address