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RIA / WealthAdvisor14 years in industry

VICTOR TASSONE

Advisor at API FINANCIAL ADVISORS, LLC

GILBERT, AZ | ROCKLEDGE, FL

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Search this name across graphsid dfx:ria:1a9a2fdd-fb94-100d-eb54-a541c3e05469

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: API FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 3, 2018
First registration: Aug 6, 2018
Dual registered: no
Other names: Victor Tassone|Victor John Tassone
IAPD individual key: 6958827

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
API FINANCIAL ADVISORS, LLC	Independent wealth	Dec 16, 2024	n/a	yes	GILBERT, AZ\|ROCKLEDGE, FL	Current employment
VT WEALTH ADVISORY LLC	n/a	Jun 7, 2022	Dec 31, 2024	no	GILBERT, AZ	Previous registration
VT WEALTH ADVISORY LLC	n/a	Jun 7, 2022	Dec 31, 2023	no	GILBERT, AZ	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Oct 2, 2019	May 25, 2022	no	CHICAGO, IL	Previous registration
EDWARD JONES	National bd RIA	Aug 6, 2018	Sep 6, 2019	no	Elmhurst, IL\|ST LOUIS, MO\|LOMBARD, IL\|Elmhurst, IL\|OAKBROOK TERRACE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VT WEALTH ADVISORY LLC	API FINANCIAL ADVISORS, LLC	Dec 31, 2024	Dec 16, 2024	-15	Firm change	Other
ESI FINANCIAL ADVISORS	VT WEALTH ADVISORY LLC	May 25, 2022	Jun 7, 2022	13	Firm change	Other
EDWARD JONES	ESI FINANCIAL ADVISORS	Sep 6, 2019	Oct 2, 2019	26	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ API FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ VT WEALTH ADVISORY LLCRegistered adviserregistration: previous registration
Jun 7, 2022 to Dec 31, 2024factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 2, 2019 to May 25, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 6, 2018 to Sep 6, 2019factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Victor Tassone left Vt Wealth Advisory Llc for Api Financial Advisors, Llc (registered 2024-12-16)
Form ADVobserved 5 days ago
Occurred
May 25, 2022
Advisor changed firm
Victor Tassone left Esi Financial Advisors for Vt Wealth Advisory Llc (registered 2022-06-07)
Form ADVobserved 5 days ago