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

Ben Thomas Mccollum

Pacific Point Wealth ManagementformerCarlsbad, CaIA-onlyIAPD 6087460

Feed of 09/14/2026

At current firm

0 y

since Oct 3, 2025

In the industry

11 y

since Jul 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pacific Point Wealth Management former current
since Oct 3, 2025 · Carlsbad, Ca
Independent Financial Group, LLC BD affiliated
Sep 22, 2023 to Aug 13, 2025 · Santa Maria, Ca
X Advisors, LLC independent RIA
Mar 23, 2023 to Aug 27, 2025 · Santa Maria, Ca
Independent Financial Group, LLC BD affiliated
Aug 24, 2018 to Oct 5, 2022 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

X Advisors, LLC to Independent Financial Group, LLC
left Aug 27, 2025, registered Sep 22, 2023 (-705 days) · RIA to affiliated broker-dealer or bank
Independent Financial Group, LLC to Pacific Point Wealth Management
left Aug 13, 2025, registered Oct 3, 2025 (51 days) · Affiliated broker-dealer or bank to a newly registered adviser
Independent Financial Group, LLC to X Advisors, LLC
left Oct 5, 2022, registered Mar 23, 2023 (169 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Ben Thomas Mccollum left X Advisors, Llc for Independent Financial Group, Llc (registered 2023-09-22)
Aug 27, 2025 · Advisor changed firm · fact
Ben Thomas Mccollum left Independent Financial Group, Llc for Pacific Point Wealth Management (registered 2025-10-03)
Aug 13, 2025 · Advisor changed firm · fact
Ben Thomas Mccollum left Independent Financial Group, Llc for X Advisors, Llc (registered 2023-03-23)
Oct 5, 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: Former SEC-registered adviserderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address