DFX Intelligence

Data Factory

RIA / WealthAdvisor31 years in industry

KIMBERLY LYN ADAMS-DIPIERO

Advisor at CASSINI CAPITAL MANAGEMENT, LLC

Clearwater, FL | TALLAHASSEE, FL

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:a0beaaa9-ad4c-df4a-b631-f3a67008ed0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 31, 1995 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: CASSINI CAPITAL MANAGEMENT, LLC
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 31, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Aug 24, 2000
First registration: Jan 31, 1995
Dual registered: no
Other names: KIMBERLY L ADAMS|KIMBERLY LYN ADAMS|Kimberly Adams-DiPiero
IAPD individual key: 2578181

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
CASSINI CAPITAL MANAGEMENT, LLC	State registered	Jan 1, 2026	n/a	yes	Clearwater, FL\|TALLAHASSEE, FL	Current employment
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 12, 2004	Jan 8, 2016	no	CLEARWATER, FL\|Clearwater, FL	Previous registration
PROVISE MANAGEMENT GROUP, LLC	Independent wealth	Sep 22, 1997	Mar 1, 2021	no	CLEARWATER, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 31, 1995	Dec 3, 2003	no	CLEARWATER, FL	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
PROVISE MANAGEMENT GROUP, LLC	NFP ADVISOR SERVICES, LLC	Mar 1, 2021	Apr 12, 2004	-6,167	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	CASSINI CAPITAL MANAGEMENT, LLC	Jan 8, 2016	Jan 1, 2026	3,646	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	PROVISE MANAGEMENT GROUP, LLC	Dec 3, 2003	Sep 22, 1997	-2,263	Firm change after gap	Other

Relationships

Registered with (4)

→ CASSINI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ PROVISE MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Sep 22, 1997 to Mar 1, 2021factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 12, 2004 to Jan 8, 2016factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 31, 1995 to Dec 3, 2003factForm ADV

Dated events

No dated event names this entity yet.