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.

Current firm

INTERO FINANCIAL PLANNING, 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

Aug 22, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst

Exams

S65

First exam

Aug 22, 1995

First registration

Mar 26, 1996

Dual registered

no

Other names

TOM BONVISSUTO|THOMAS BONVISSUTO

IAPD individual key

2656688

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e85f23e5-23b4-7173-69f5-dcb9a0a25dcd

First observed

Mar 26, 1996

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.