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 Pacific Point 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Anthony Lacey | Osaic Wealth, Inc. BD affiliated | Pacific Point Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2026 | Jan 9, 2026 |
| Matthew David Marchand | X Advisors, LLC independent RIA | Pacific Point Wealth Management no RAUM | RIA to a newly registered adviser | Oct 6, 2025 | Oct 13, 2025 |
| Ryan Steven Gorski | X Advisors, LLC independent RIA | Pacific Point Wealth Management no RAUM | RIA to a newly registered adviser | Aug 18, 2025 | Oct 3, 2025 (46 d) |
| Ben Thomas Mccollum | Independent Financial Group, LLC BD affiliated | Pacific Point Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 13, 2025 | Oct 3, 2025 (51 d) |
| James Curran | Oneseven independent RIA | Pacific Point Wealth Management no RAUM | RIA to a newly registered adviser | Aug 12, 2025 | Dec 16, 2025 (126 d) |
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5 moves match.