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RIA / WealthAdvisor24 years in industry

DEBRA GAGLIOTI

Advisor at CAPITAL PLANNING ASSOCIATES, INCORPORATED

MARLTON, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2002 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: CAPITAL PLANNING ASSOCIATES, INCORPORATED
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: Jan 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 3, 2002
First registration: Jul 2, 2002
Dual registered: no
Other names: DEBRA FRANZESE
IAPD individual key: 4463709

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
CAPITAL PLANNING ASSOCIATES, INCORPORATED	State registered	Jan 1, 2026	n/a	yes	MARLTON, NJ	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	Oct 18, 2010	May 9, 2018	no	MEDFORD, NJ\|MARLTON, NJ	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Aug 13, 2007	Jun 30, 2010	no	MEDFORD LAKES, NJ	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	May 18, 2004	Aug 16, 2007	no	MEDFORD LAKES, NJ\|MEDFORD LAKES, NJ\|MEDFORD, NJ	Previous registration
RF CONSULTING GROUP, LLC	n/a	Mar 3, 2003	May 10, 2004	no	CHERRY HILL, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 2, 2002	Jan 31, 2003	no	MARLTON, NJ	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
FSC SECURITIES CORPORATION	CAPITAL PLANNING ASSOCIATES, INCORPORATED	May 9, 2018	Jan 1, 2026	2,794	Firm change after gap	Ibd to state RIA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	FSC SECURITIES CORPORATION	Jun 30, 2010	Oct 18, 2010	110	Firm change	Other
WALNUT STREET SECURITIES, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Aug 16, 2007	Aug 13, 2007	-3	Firm change	Other
RF CONSULTING GROUP, LLC	WALNUT STREET SECURITIES, INC.	May 10, 2004	May 18, 2004	8	Firm change	Other
EQUITABLE ADVISORS, LLC	RF CONSULTING GROUP, LLC	Jan 31, 2003	Mar 3, 2003	31	Firm change	Other

Relationships

Registered with (6)

→ CAPITAL PLANNING ASSOCIATES, INCORPORATEDRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 18, 2010 to May 9, 2018factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Aug 13, 2007 to Jun 30, 2010factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
May 18, 2004 to Aug 16, 2007factForm ADV
→ RF CONSULTING GROUP, LLCRegistered adviserregistration: previous registration
Mar 3, 2003 to May 10, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 2, 2002 to Jan 31, 2003factForm ADV

Dated events

No dated event names this entity yet.