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THE PACIFIC CENTER FOR FINANCIAL SERVICES

DANVILLE, CA · CRD 104557 · IAPD ↗ · (925) 838-7700

$1.10BRegulatory AUM
5Advisory reps
5Employees
17Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
October 2026 — THE PACIFIC CENTER FOR FINANCIAL SERVICES crossed $1B in regulatory AUM ($960.6M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
July 2026 — THE PACIFIC CENTER FOR FINANCIAL SERVICES moved its main office from SAN RAMON, CA to DANVILLE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
October 2024 — THE PACIFIC CENTER FOR FINANCIAL SERVICES added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.