DFX Intelligence

Data Factory

RIA / WealthAdvisor41 years in industry

JOSEPH DALY FIERRO

Advisor at TAMALPAIS ASSET MANAGEMENT

LARKSPUR, CA | Long Beach, CA

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:a2d9366e-bda9-2f98-2a52-fcb8dcc1a3e0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2007 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: TAMALPAIS ASSET 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: Oct 4, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom 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: S65|S63
First exam: Oct 4, 1984
First registration: Nov 7, 2007
Dual registered: no
Other names: JOSEPH D. FIERRO|JOSEPH FIERRO|JOE FIERRO
IAPD individual key: 1309136

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
TAMALPAIS ASSET MANAGEMENT	Independent wealth	Aug 7, 2026	n/a	yes	Long Beach, CA\|LARKSPUR, CA	Current employment
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Nov 29, 2016	Aug 5, 2026	no	LONG BEACH, CA\|WAUKESHA, WI\|LONG BEACH, CA\|LONG BEACH, CA	Previous registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Jan 2, 2014	Apr 20, 2016	no	SEAL BEACH, CA\|WAUKESHA, WI\|LONG BEACH, CA	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	May 28, 2013	Dec 31, 2013	no	SEAL BEACH, CA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	May 29, 2013	no	TORRANCE, CA	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Nov 7, 2007	Jan 6, 2012	no	ANAHEIM, CA\|ANAHEIM, CA\|ANAHEIM, 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
GLOBAL VIEW CAPITAL MANAGEMENT LLC	TAMALPAIS ASSET MANAGEMENT	Aug 5, 2026	Aug 7, 2026	2	Firm change	RIA to RIA
THE STRATEGIC FINANCIAL ALLIANCE	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Dec 31, 2013	Jan 2, 2014	2	Bulk transfer	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	THE STRATEGIC FINANCIAL ALLIANCE	May 29, 2013	May 28, 2013	-1	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158292:301017:CA:2026-08-05	Aug 5, 2026	Aug 7, 2026	LONG BEACH, CA	Firm change

Relationships

Registered with (5)

→ TAMALPAIS ASSET MANAGEMENTRegistered adviserregistration: current employment
Aug 7, 2026 to presentfactForm ADV
→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 29, 2016 to Aug 5, 2026factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
May 28, 2013 to Dec 31, 2013factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to May 29, 2013factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Nov 7, 2007 to Jan 6, 2012factForm ADV

Dated events

Occurred
Aug 5, 2026
Advisor changed firm
Joseph Daly Fierro left Global View Capital Management Llc for Tamalpais Asset Management (registered 2026-08-07)
Form ADVobserved 6 days ago