DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner38 years in industry

Daniel Disimile

Advisor at DANIEL J. DISIMILE CFP, LLC

THOUSAND OAKS, 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:efeeeb48-1a64-0d6c-38cb-498d0c431b29

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 21, 2001 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: DANIEL J. DISIMILE CFP, 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: Jan 13, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 13, 1988
First registration: May 21, 2001
Dual registered: no
Other names: DANIEL J DISIMILE|DANIEL JOSEPH DISIMILE
IAPD individual key: 1767055

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
DANIEL J. DISIMILE CFP, LLC	State registered	Oct 1, 2009	n/a	yes	THOUSAND OAKS, CA	Current employment
BROOKSTONE INVESTMENT ADVISORY SERVICES	Former SEC adviser	Feb 7, 2008	Jun 18, 2009	no	BEVERLY HILLS, CA\|MISSION HILLS, CA	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Sep 4, 2003	Aug 8, 2005	no	MISSION HILLS, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 21, 2001	Aug 8, 2003	no	WOODLAND 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
BROOKSTONE INVESTMENT ADVISORY SERVICES	DANIEL J. DISIMILE CFP, LLC	Jun 18, 2009	Oct 1, 2009	105	Firm change	Other
GUNNALLEN FINANCIAL, INC	BROOKSTONE INVESTMENT ADVISORY SERVICES	Aug 8, 2005	Feb 7, 2008	913	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	GUNNALLEN FINANCIAL, INC	Aug 8, 2003	Sep 4, 2003	27	Firm change	Other

Relationships

Registered with (4)

→ DANIEL J. DISIMILE CFP, LLCRegistered adviserregistration: current employment
Oct 1, 2009 to presentfactForm ADV
→ BROOKSTONE INVESTMENT ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 7, 2008 to Jun 18, 2009factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Sep 4, 2003 to Aug 8, 2005factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 21, 2001 to Aug 8, 2003factForm ADV

Dated events

No dated event names this entity yet.