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
Charles Michael Pastor
Certified Financial Planner
Feed of 09/14/2026
Also filed as Charlie Pastor
At current firm
0 y
since Jan 7, 2026
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mercer Global Advisors Inc. independent RIA currentsince Jan 7, 2026 · Denver, Co
- Intellicents Investment Solutions Inc mixed wealthJan 10, 2022 to Sep 23, 2024 · Albert Lea, Mn
- Damn Good Planning, LLC unclassifiedApr 9, 2021 to Dec 6, 2021 · Thornton, Co
Moves
a registration end followed by a registration begin elsewhere
- Intellicents Investment Solutions Inc to Mercer Global Advisors Inc.left Sep 23, 2024, registered Jan 7, 2026 (471 days) · Other
- Damn Good Planning, LLC to Intellicents Investment Solutions Incleft Dec 6, 2021, registered Jan 10, 2022 (35 days) · Other
Signals
- Charles Michael Pastor left Intellicents Investment Solutions Inc for Mercer Global Advisors Inc. (registered 2026-01-07)Sep 23, 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address