DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)26 years in industry

JOHN ANTONIO PALMIERI

Advisor at AVISO WEALTH MANAGEMENT

Warren, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b9a6368-a414-9cd9-169f-6280af233337

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2006 to Sep 14, 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: AVISO WEALTH MANAGEMENT
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: Feb 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Feb 28, 2000
First registration: Jun 8, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 2922935

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
AVISO WEALTH MANAGEMENT	Independent wealth	Mar 18, 2025	n/a	yes	Warren, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 29, 2023	Mar 24, 2025	no	WARREN, PA\|ERIE, PA\|WARREN, PA	Previous registration
GLADSTONE WEALTH PARTNERS	Bd affiliated wealth	Mar 10, 2016	Apr 3, 2023	no	WARREN, PA\|PALM BEACH GARDENS, FL\|WARREN, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jun 8, 2006	Mar 22, 2016	no	MONROEVILLE, PA\|WARREN, PA	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
LPL FINANCIAL LLC	AVISO WEALTH MANAGEMENT	Mar 24, 2025	Mar 18, 2025	-6	Firm change	Ibd to RIA
GLADSTONE WEALTH PARTNERS	LPL FINANCIAL LLC	Apr 3, 2023	Mar 29, 2023	-5	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	GLADSTONE WEALTH PARTNERS	Mar 22, 2016	Mar 10, 2016	-12	Firm change	Other

Relationships

Registered with (4)

→ AVISO WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 18, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 29, 2023 to Mar 24, 2025factForm ADV
→ GLADSTONE WEALTH PARTNERSRegistered adviserregistration: previous registration
Mar 10, 2016 to Apr 3, 2023factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 8, 2006 to Mar 22, 2016factForm ADV

Dated events

Occurred
Mar 24, 2025
Advisor changed firm
John Antonio Palmieri left Lpl Financial Llc for Aviso Wealth Management (registered 2025-03-18)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2023
Advisor changed firm
John Antonio Palmieri left Gladstone Wealth Partners for Lpl Financial Llc (registered 2023-03-29)
Form ADVobserved 6 days ago