DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)21 years in industry

Joseph Constantine Bonacci

Advisor at CETERA INVESTMENT ADVISERS LLC

ROSEVILLE, CA | Roseville, 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:f52a1e38-6c20-1ebf-3eb7-88555f3f97e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2006 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: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Jun 22, 2005
First registration: Jan 4, 2006
Dual registered: yes, broker-dealer
Other names: Joseph Constantine Bonacci|Joseph Bonacci|Joseph C Bonacci
IAPD individual key: 4916016

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
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Aug 17, 2026	n/a	yes	Roseville, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2025	n/a	yes	ROSEVILLE, CA\|ROSEVILLE, CA	Current employment
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jun 6, 2022	Jul 10, 2025	no	SACRAMENTO, CA\|ROSEVILLE, CA\|Roseville, CA\|Roseville, CA	Previous registration
INTEGRATED CAPITAL MANAGEMENT, INC.	Independent wealth	Apr 28, 2015	May 30, 2017	no	JESSUP, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 21, 2007	Dec 31, 2008	no	HONOLULU, HI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 4, 2006	Sep 19, 2007	no	CARBONDALE, PA\|CARBONDALE, PA	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
NEXT FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Jul 10, 2025	Jul 10, 2025	0	Bulk transfer	Ibd to ibd
INTEGRATED CAPITAL MANAGEMENT, INC.	NEXT FINANCIAL GROUP, INC.	May 30, 2017	Jun 6, 2022	1,833	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	INTEGRATED CAPITAL MANAGEMENT, INC.	Dec 31, 2008	Apr 28, 2015	2,309	Firm change after gap	Other

Relationships

Registered with (5)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 6, 2022 to Jul 10, 2025factForm ADV
→ INTEGRATED CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 28, 2015 to May 30, 2017factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 21, 2007 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.