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
Loretta Gloria Scarpettiscroggins
Feed of 09/14/2026
Also filed as Loretta Gloria Scarpetti
At current firm
15 y
since Jul 20, 2011
In the industry
40 y
since Apr 15, 1986 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Aventura Capital Management, LLC independent RIA currentsince Jul 20, 2011 · Boca Raton, Fl
- Aventura Capital Management, LLC independent RIAOct 16, 2008 to Sep 15, 2009 · Exeter, Nh
- Envision Investment Advisors, LLC unclassifiedJun 20, 2007 to Aug 19, 2008 · Kennebunk, Me
- Scarpetti Asset Management LLC unclassifiedJan 3, 2007 to Jun 18, 2007 · Exeter, Nh
Moves
a registration end followed by a registration begin elsewhere
- Envision Investment Advisors, LLC to Aventura Capital Management, LLCleft Aug 19, 2008, registered Oct 16, 2008 (58 days) · Other
- Scarpetti Asset Management LLC to Envision Investment Advisors, LLCleft Jun 18, 2007, registered Jun 20, 2007 (2 days) · Other
Signals
No dated event on this person.
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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address