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RIA / WealthAdvisor42 years in industry

DONALD LOUIS DALESANDRO

Advisor at LIBERTY SOLUTIONS ADVISORS

San Diego, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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: LIBERTY SOLUTIONS ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 28, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 28, 1983
First registration: Jul 8, 1997
Dual registered: no
Other names: DONALD LOUIS DALESANDRO
IAPD individual key: 1079213

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
LIBERTY SOLUTIONS ADVISORS	State registered	Nov 30, 2025	n/a	yes	San Diego, CA	Current employment
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Independent wealth	Aug 28, 2014	Jun 28, 2019	no	SAN DIEGO, CA\|RANCHO SANTA FE, CA	Previous registration
ADVANCED PRACTICE ADVISORS, LLC	Former SEC adviser	May 4, 2011	Jul 23, 2014	no	LA QUINTA, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2009	Oct 6, 2010	no	San Diego, CA\|SAN DIEGO, CA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jul 3, 2007	Oct 5, 2009	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Aug 24, 2005	Jul 11, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 8, 1997	Aug 29, 2005	no	SAN DIEGO, CA	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
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	LIBERTY SOLUTIONS ADVISORS	Jun 28, 2019	Nov 30, 2025	2,347	Firm change after gap	RIA to state RIA
ADVANCED PRACTICE ADVISORS, LLC	"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Jul 23, 2014	Aug 28, 2014	36	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ADVANCED PRACTICE ADVISORS, LLC	Oct 6, 2010	May 4, 2011	210	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 5, 2009	Oct 5, 2009	0	Bulk transfer	Other
A. G. EDWARDS & SONS, INC.	AMERIPRISE ADVISOR SERVICES, INC.	Jul 11, 2007	Jul 3, 2007	-8	Firm change	Other
MORGAN STANLEY DW INC.	A. G. EDWARDS & SONS, INC.	Aug 29, 2005	Aug 24, 2005	-5	Firm change	Other

Relationships

Registered with (7)

→ LIBERTY SOLUTIONS ADVISORSRegistered adviserregistration: current employment
Nov 30, 2025 to presentfactForm ADV
→ "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"Registered adviserregistration: previous registration
Aug 28, 2014 to Jun 28, 2019factForm ADV
→ ADVANCED PRACTICE ADVISORS, LLCRegistered adviserregistration: previous registration
May 4, 2011 to Jul 23, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2009 to Oct 6, 2010factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 3, 2007 to Oct 5, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Aug 24, 2005 to Jul 11, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Aug 29, 2005factForm ADV

Dated events

No dated event names this entity yet.