DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mary Grace Musuneggi
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Mary Grace Musuneggi
At current firm
1 y
since Mar 27, 2025
In the industry
44 y
since Jul 19, 1982 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mfg Private Wealth independent RIA currentsince Mar 27, 2025 · Canonsburg, Pa
- Grove Point Advisors, LLC formerApr 1, 2021 to May 1, 2025 · Rockville, Md
- H. Beck, Inc. formerSep 15, 2004 to Apr 1, 2021 · Pittsburgh, Pa
- H. Beck, Inc. formerSep 1, 2004 to Sep 2, 2004 · Pittsburgh, Pa
- Principal Securities, Inc. BD affiliatedDec 18, 2003 to Sep 15, 2004 · Pittsburgh, Pa
- Veravest Investment Advisors, Inc. unclassifiedMar 12, 1991 to Dec 2, 2003 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Grove Point Advisors, LLC to Mfg Private Wealthleft May 1, 2025, registered Mar 27, 2025 (-35 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- H. Beck, Inc. to Grove Point Advisors, LLCleft Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
- Principal Securities, Inc. to H. Beck, Inc.left Sep 15, 2004, registered Sep 1, 2004 (-14 days) · Other
- Veravest Investment Advisors, Inc. to Principal Securities, Inc.left Dec 2, 2003, registered Dec 18, 2003 (16 days) · Other
Signals
- Mary Grace Musuneggi left Grove Point Advisors, Llc for Mfg Private Wealth (registered 2025-03-27)May 1, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address