DFX Intelligence

Data Factory

RIA / WealthAdvisor34 years in industry

Michael J Iacampo

Advisor at NAPLES WEALTH PLANNING

BONITA SPRINGS, 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:ca8cb63e-428b-f10e-2af0-7831af5a09fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Dec 1, 1994 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: NAPLES WEALTH PLANNING
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: Dec 10, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 10, 1991
First registration: Dec 1, 1994
Dual registered: no
Other names: MIKE IACAMPO|MICHAEL JAMES IACAMPO
IAPD individual key: 2166371

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
NAPLES WEALTH PLANNING	Independent wealth	Jan 1, 2026	n/a	yes	BONITA SPRINGS, FL	Current employment
IMPRINT WEALTH LLC	Independent wealth	Jul 1, 2024	Sep 30, 2024	no	Naples, FL\|MOUNT PLEASANT, SC	Previous registration
IMPRINT WEALTH LLC	Independent wealth	Sep 7, 2023	Jun 17, 2024	no	Naples, FL\|MOUNT PLEASANT, SC	Previous registration
LAIDLAW WEALTH MANAGEMENT LLC	Independent wealth	Apr 19, 2021	Aug 4, 2023	no	Naples, FL\|NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 30, 2011	Dec 2, 2020	no	NAPLES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 29, 2008	Oct 3, 2011	no	NAPLES, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Oct 30, 2008	no	SANTA MONICA, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 3, 2003	Apr 2, 2007	no	SANTA MONICA, CA\|SANTA MONICA, CA	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 17, 2003	Jul 25, 2003	no	LOS ANGELES, CA	Previous registration
PERSHING LLC	n/a	Dec 1, 1994	Jan 17, 2003	no	LOS ANGELES, 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
IMPRINT WEALTH LLC	NAPLES WEALTH PLANNING	Sep 30, 2024	Jan 1, 2026	458	Firm change after gap	RIA to RIA
LAIDLAW WEALTH MANAGEMENT LLC	IMPRINT WEALTH LLC	Aug 4, 2023	Sep 7, 2023	34	Firm change	RIA to RIA
WELLS FARGO ADVISORS	LAIDLAW WEALTH MANAGEMENT LLC	Dec 2, 2020	Apr 19, 2021	138	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Oct 3, 2011	Sep 30, 2011	-3	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 30, 2008	Oct 29, 2008	-1	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CREDIT SUISSE SECURITIES (USA) LLC	MORGAN STANLEY DW INC.	Jul 25, 2003	Jul 3, 2003	-22	Firm change	Other
PERSHING LLC	CREDIT SUISSE SECURITIES (USA) LLC	Jan 17, 2003	Jan 17, 2003	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
322130:330316:SC:2024-09-30	Sep 30, 2024	Jan 1, 2026	MOUNT PLEASANT, SC	Firm change after gap

Relationships

Registered with (9)

→ NAPLES WEALTH PLANNINGRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ IMPRINT WEALTH LLCRegistered adviserregistration: previous registration
Jul 1, 2024 to Sep 30, 2024factForm ADV
→ LAIDLAW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 19, 2021 to Aug 4, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 30, 2011 to Dec 2, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 29, 2008 to Oct 3, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Oct 30, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 3, 2003 to Apr 2, 2007factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Jul 25, 2003factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
Dec 1, 1994 to Jan 17, 2003factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
Michael J Iacampo left Imprint Wealth Llc for Naples Wealth Planning (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Aug 4, 2023
Advisor changed firm
Michael J Iacampo left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-09-07)
Form ADVobserved 5 days ago