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
Schane Pierce Goheen
Certified Financial Planner
Feed of 09/14/2026
Also filed as Schane P Goheen
At current firm
5 y
since Apr 27, 2021
In the industry
15 y
since Oct 28, 2010 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mercer Global Advisors Inc. independent RIA currentsince Apr 27, 2021 · San Diego, Ca
- Epstein And White Financial LLC formerFeb 5, 2018 to Jul 6, 2021 · San Diego, Ca
- J.P. Morgan Securities LLC wirehouseApr 7, 2016 to Jan 30, 2018 · Vista, Ca
- Esi Financial Advisors independent RIAJan 12, 2015 to Mar 18, 2016 · San Diego, Ca
- Pruco Securities, LLC no RAUMOct 28, 2013 to Jan 14, 2015 · San Diego, Ca
- First Command Financial Planning, Inc. formerApr 20, 2011 to Oct 18, 2013 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Epstein And White Financial LLC to Mercer Global Advisors Inc.left Jul 6, 2021, registered Apr 27, 2021 (-70 days) · RIA to RIA · moved with a team
- J.P. Morgan Securities LLC to Epstein And White Financial LLCleft Jan 30, 2018, registered Feb 5, 2018 (6 days) · Wirehouse to independent RIA
- Esi Financial Advisors to J.P. Morgan Securities LLCleft Mar 18, 2016, registered Apr 7, 2016 (20 days) · Other
- Pruco Securities, LLC to Esi Financial Advisorsleft Jan 14, 2015, registered Jan 12, 2015 (-2 days) · Other
- First Command Financial Planning, Inc. to Pruco Securities, LLCleft Oct 18, 2013, registered Oct 28, 2013 (10 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address