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

Arrivals at The Pacific Financial Group, Inc.

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.

Advisor	From	To	Type	Left	Registered
Jeffrey Kent Olsen	Pacific Financial Group, LLC asset manager	The Pacific Financial Group, Inc. independent RIA	Other	Dec 11, 2023	Dec 13, 2019
Eliot Dylan Marr	Independent Financial Partners BD affiliated	The Pacific Financial Group, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 3, 2023	Aug 25, 2021
Brandon Bastuba	Orion Portfolio Solutions, LLC independent RIA	The Pacific Financial Group, Inc. independent RIA	RIA to RIA	Sep 1, 2022	Aug 15, 2025 (1079 d)
Carolina Alicia Martinez	Osaic Wealth, Inc. BD affiliated	The Pacific Financial Group, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 3, 2022	May 27, 2022
Evangeline Stratis	Independent Financial Partners BD affiliated	The Pacific Financial Group, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 14, 2021	May 9, 2021
Cory James Kendall	Orion Portfolio Solutions, LLC independent RIA	The Pacific Financial Group, Inc. independent RIA	RIA to RIA	Jan 19, 2021	Feb 2, 2021
Brian Keith Mcginnis	Independent Financial Partners BD affiliated	The Pacific Financial Group, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 31, 2020	Aug 6, 2020
Jacob Guevara	Independent Financial Partners BD affiliated	The Pacific Financial Group, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 31, 2020	Aug 12, 2020
Richard Craig Olsen	Pacific Financial Group, LLC other	The Pacific Financial Group, Inc. mixed wealth	Other	Dec 6, 2019	Jul 11, 2018
Jason Eric Luhan	Westpark Capital, Inc. independent RIA	The Pacific Financial Group, Inc. independent RIA	RIA to RIA	Mar 21, 2019	May 29, 2019 (69 d)
John Logan Cummings	Wellness Investment Advisers LLC state registered	The Pacific Financial Group, Inc. other	Other	Jan 23, 2019	Mar 13, 2017
Parker William Mosley	Freedom Investment Management, Inc. other	The Pacific Financial Group, Inc. other	Other	Feb 28, 2017	Apr 10, 2017 (41 d)
Aaron Ramsey	Curian Capital, LLC other	The Pacific Financial Group, Inc. other	Other	Mar 29, 2016	Aug 28, 2017 (517 d)
Charles Mark Kennedy	Curian Capital, LLC other	The Pacific Financial Group, Inc. other	Other	Mar 23, 2016	Apr 26, 2016 (34 d)
Travis Christian Edington	Curian Capital, LLC other	The Pacific Financial Group, Inc. independent RIA	Other	Mar 21, 2016	Dec 12, 2019 (1361 d)
Julie Ann Mochan	Aris Wealth Services Inc other	The Pacific Financial Group, Inc. mixed wealth	Other	Jun 29, 2015	Sep 10, 2018 (1169 d)
Michael Richard Jenco	Absolute Capital Management, LLC other	The Pacific Financial Group, Inc. mixed wealth	Other	Mar 16, 2015	Apr 11, 2018 (1122 d)
Neil Yukio Nakagawa	Arque Capital, Ltd. unclassified	The Pacific Financial Group, Inc. independent RIA	Other	Jun 27, 2013	Dec 6, 2019 (2353 d)
Ingrid Louise Kafer	Wells Fargo Advisors wirehouse	The Pacific Financial Group, Inc. other	Other	Mar 19, 2012	Aug 31, 2012 (165 d)
Carol Jacquelyn Zelenke	Centaurus Financial, Inc. other	The Pacific Financial Group, Inc. other	Other	Oct 12, 2011	Oct 26, 2011
Eric Jason Kuhns	Centaurus Financial, Inc. other	The Pacific Financial Group, Inc. independent RIA	Other	Jan 15, 2010	Jun 20, 2019 (3443 d)
Scott Matthew Friel	Qa3 Financial LLC unclassified	The Pacific Financial Group, Inc. other	Other	Dec 31, 2005	Feb 8, 2007 (404 d)
Aaron Jacob Chow	Charles Schwab & Co., Inc. national BD	The Pacific Financial Group, Inc. other	Other	Aug 23, 2005	Feb 1, 2007 (527 d)
Michael Scott Van Sant	Charles Schwab & Co., Inc. national BD	The Pacific Financial Group, Inc. other	Other	Aug 31, 2004	Jan 3, 2005 (125 d)

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24 moves match.