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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• P•••••• M•••••••••

I••••••••• C•••••• M••••••••• L••independent RIASan Francisco, Ca IA-onlyIAPD 5624699

Certified Financial Planner

Feed of 09/14/2026

Also filed as James Machinchick

At current firm

1 y

since May 30, 2025

In the industry

17 y

since Nov 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• C•••••• M••••••••• L•• independent RIA current
since May 30, 2025 · San Francisco, Ca
L••• S••••• A••••••• former
May 18, 2023 to Feb 20, 2025 · Portsmouth, Nh
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to May 10, 2023 · Boston, Ma
S•••••••• A••••••• L•• national BD
Aug 2, 2012 to Jul 13, 2018 · Nashua, Nh

Moves

a registration end followed by a registration begin elsewhere

L••• S••••• A••••••• to I••••••••• C•••••• M••••••••• L••
left Feb 20, 2025, registered May 30, 2025 (99 days) · RIA to RIA · moved with a team
F••••••• P••••••• A•• W•••••••• A••••••• to L••• S••••• A•••••••
left May 10, 2023, registered May 18, 2023 (8 days) · Affiliated broker-dealer or bank to independent RIA
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

James Patrick Machinchick left Lake Street Advisors for Inflection Capital Management, Llc (registered 2025-05-30)
Feb 20, 2025 · Advisor changed firm · fact
James Patrick Machinchick left Fidelity Personal And Workplace Advisors for Lake Street Advisors (registered 2023-05-18)
May 10, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address