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The Pacific Financial Group, Inc. CRD 105203
$5.07B regulatory AUM 957 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 20Th Avenue South Suite 500, Nashville, TN 37212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-04 |
| WA | RA | APPROVED | 2018-04-11 |
Branch Locations
900 20Th Avenue South Suite 500, Nashville, TN 37212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mvp American Securities | Las Vegas | NV | 05/2015 | 12/2016 |
| Protools, Llc | Newport Beach | CA | 12/2016 | 03/2017 |
| The Pacific Financial Group, Inc. | Bellevue | WA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-11 |
| S66 | Uniform Combined State Law Examination | 2010-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-26 |
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