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 Portfolio Consulting, LLC

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
Lawerence Lee HoodPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 22, 2025
Scott Thomas FisherPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 23, 2025
Eric Peter JarvisPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 22, 2025
James Edward AyresPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 24, 2025
Matthew Curtis LitzlerPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 23, 2025
Harve Eugene MenkensPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 23, 2025
George Robert JarvisPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 22, 2025
Ketulkumar Jatinbhai TrivediPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 22, 2025
Benjamin Paul HinesPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 23, 2025
Frank Christopher GreekasPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 22, 2025
Gregory James ConwayPacific Portfolio Consulting, LLC mixed wealthWaverly Advisors, LLC independent RIARIA to RIADec 23, 2025Oct 23, 2025
Robert TolstykhPacific Portfolio Consulting, LLC mixed wealthMariner BD affiliatedRIA to affiliated broker-dealer or bankDec 13, 2024Jan 2, 2025
Maria Carla DevlinPacific Portfolio Consulting, LLC mixed wealthPrimesolutions Advisors, LLC otherOtherApr 1, 2024Jun 1, 2017
Stanley Sroufe BarnesPacific Portfolio Consulting, LLC mixed wealthCutler Investment Group independent RIARIA to RIAJun 5, 2023Jun 20, 2023
Joseph Clayton OstromPacific Portfolio Consulting, LLC mixed wealthRobert W. Baird & Co. Incorporated mixed wealthRIA to RIAJun 4, 2021Jun 4, 2021
Gunnar Martin IldhusoPacific Portfolio Consulting, LLC mixed wealthColdstream Wealth Management independent RIARIA to RIAMay 19, 2021Jun 10, 2021
Randy Scott GardnerPacific Portfolio Consulting, LLC otherCutler Investment Group mixed wealthOtherMar 13, 2018Mar 19, 2018
Bryan Milloy KnutsonPacific Portfolio Consulting, LLC otherCutler Investment Group mixed wealthOtherMar 13, 2018Jul 6, 2018 (115 d)
Todd Martin WatheyPacific Portfolio Consulting, LLC otherHamrick Investment Counsel, LLC otherOtherSep 20, 2011Oct 21, 2011 (31 d)
Kevin W O'KeefePacific Portfolio Consulting, LLC otherCitigroup Global Markets Inc. otherOtherFeb 29, 2008Feb 26, 2008
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20 moves match.