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.

Advisor moves

Departures from Pacific Wealth Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Melanie Bianca BlakneyPacific Wealth Management independent RIAMcadam LLC independent RIARIA to RIADec 4, 2024Jan 5, 2026 (397 d)
Joshua Alan RendlerPacific Wealth Management independent RIADefine Financial, LLC independent RIARIA to RIAApr 18, 2023Apr 27, 2023
Todd Jarrett BurtonPacific Wealth Management independent RIAMasonboro Advisors independent RIARIA to RIAApr 17, 2020Mar 8, 2024 (1421 d)
Romy Michele BrownPacific Wealth Management independent RIAGirard Securities, Inc. otherOtherApr 20, 2018Apr 1, 2005
Nicholas Daniel CastellanoPacific Wealth Management otherScottrade Investment Management otherOtherSep 23, 2016Mar 6, 2017 (164 d)
Justin Anthony ReckersPacific Wealth Management otherSource Financial Advisors, LLC otherOtherMar 27, 2015Apr 30, 2015 (34 d)
James Chandler KuntzPacific Wealth Management otherGirard Securities, Inc. otherOtherDec 31, 2002Apr 1, 2005 (822 d)
Robert B JorgensenPacific Wealth Management otherBny Mellon Advisors, Inc. otherOtherDec 31, 2002Mar 24, 2003 (83 d)
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8 moves match.