DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist32 years in industry

JOHN JOSEPH CEPARANO

Advisor at MODERA WEALTH MANAGEMENT, LLC

INVERNESS, 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:b5d21377-4db2-7789-b6dd-1064a9128268

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Nov 29, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Joseph Ceparano

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERA WEALTH MANAGEMENT, LLC
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 1, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S65
First exam: Aug 21, 2001
First registration: Nov 29, 2001
Dual registered: no
IAPD individual key: 2582424

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
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Jul 7, 2014	n/a	yes	INVERNESS, FL	Current employment
CREATIVE CAPITAL FIDUCIARIES, LLC	n/a	May 24, 2011	Aug 17, 2011	no	HERNANDO, FL	Previous registration
JOSEPH FINANCIAL OF SMITHTOWN, LLC	n/a	May 13, 2011	Aug 17, 2011	no	HERNANDO, FL	Previous registration
JOSEPH CAPITAL MANAGEMENT, LLC	Former SEC adviser	Nov 29, 2001	Jul 23, 2014	no	HERNANDO, FL\|HERNANDO, 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
JOSEPH CAPITAL MANAGEMENT, LLC	JOSEPH FINANCIAL OF SMITHTOWN, LLC	Jul 23, 2014	May 13, 2011	-1,167	Firm change after gap	Other
CREATIVE CAPITAL FIDUCIARIES, LLC	MODERA WEALTH MANAGEMENT, LLC	Aug 17, 2011	Jul 7, 2014	1,055	Firm change after gap	Other
JOSEPH FINANCIAL OF SMITHTOWN, LLC	CREATIVE CAPITAL FIDUCIARIES, LLC	Aug 17, 2011	May 24, 2011	-85	Firm change after gap	Other

Relationships

Registered with (4)

→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 7, 2014 to presentfactForm ADV
→ JOSEPH CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 29, 2001 to Jul 23, 2014factForm ADV
→ CREATIVE CAPITAL FIDUCIARIES, LLCRegistered adviserregistration: previous registration
May 24, 2011 to Aug 17, 2011factForm ADV
→ JOSEPH FINANCIAL OF SMITHTOWN, LLCRegistered adviserregistration: previous registration
May 13, 2011 to Aug 17, 2011factForm ADV

Dated events

No dated event names this entity yet.