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RIA / WealthAdvisor30 years in industry

Bart Francis DiChiaro

Advisor at DISCIPLINE WEALTH SOLUTIONS, INC.

TARRYTOWN, NY | GREENVILLE, SC

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Search this name across graphsid dfx:ria:e6a2cf49-eb9e-86e1-47bf-5db353474354

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 19, 2017 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: DISCIPLINE WEALTH SOLUTIONS, INC.
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: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 24, 2014
First registration: Apr 19, 2017
Dual registered: no
IAPD individual key: 4967879

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
DISCIPLINE WEALTH SOLUTIONS, INC.	Independent wealth	Feb 4, 2025	n/a	yes	TARRYTOWN, NY\|GREENVILLE, SC	Current employment
CPR INVESTMENTS INC	Independent wealth	Aug 23, 2023	Feb 3, 2025	no	HAWTHORNE, NY\|ROCHESTER, MI	Previous registration
PRIMERICA ADVISORS	National bd RIA	Sep 9, 2021	Aug 24, 2023	no	BRIARCLIFF MANOR, NY	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Dec 6, 2019	Jul 10, 2020	no	BIRMINGHAM, AL	Previous registration
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Apr 19, 2017	Dec 6, 2019	no	OSSINING, NY\|LAGUNA HILLS, CA\|LAGUNA HILLS, 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
CPR INVESTMENTS INC	DISCIPLINE WEALTH SOLUTIONS, INC.	Feb 3, 2025	Feb 4, 2025	1	Firm change	RIA to RIA
PRIMERICA ADVISORS	CPR INVESTMENTS INC	Aug 24, 2023	Aug 23, 2023	-1	Firm change	Ibd to RIA
STONEX ADVISORS INC.	PRIMERICA ADVISORS	Jul 10, 2020	Sep 9, 2021	426	Firm change after gap	Ibd to ibd
QUEST CAPITAL STRATEGIES, INC.	STONEX ADVISORS INC.	Dec 6, 2019	Dec 6, 2019	0	Bulk transfer	RIA to ibd

Team moves

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

Team	Left	Joined	From	Kind
10111:139067:NY:2023-08-24	Aug 24, 2023	Aug 23, 2023	BRIARCLIFF MANOR, NY	Firm change

Relationships

Registered with (5)

→ DISCIPLINE WEALTH SOLUTIONS, INC.Registered adviserregistration: current employment
Feb 4, 2025 to presentfactForm ADV
→ CPR INVESTMENTS INCRegistered adviserregistration: previous registration
Aug 23, 2023 to Feb 3, 2025factForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Sep 9, 2021 to Aug 24, 2023factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Dec 6, 2019 to Jul 10, 2020factForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Apr 19, 2017 to Dec 6, 2019factForm ADV

Dated events

Occurred
Feb 3, 2025
Advisor changed firm
Bart Francis Dichiaro left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-02-04)
Form ADVobserved 5 days ago
Occurred
Aug 24, 2023
Advisor changed firm
Bart Francis Dichiaro left Primerica Advisors for Cpr Investments Inc (registered 2023-08-23)
Form ADVobserved 5 days ago