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

Joseph Thomas Antonelli

Cetera Investment Advisers LLCBD affiliatedCharlottesville, Vadual registrantIAPD 1125191

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Joseph Thomas Antonelli

At current firm

1 y

since Jul 16, 2025

In the industry

32 y

since Sep 23, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Jul 16, 2025 · Charlottesville, Va
Private Advisor Group, LLC BD affiliated
May 14, 2021 to Jul 14, 2025 · Charlottesville, Va
LPL Financial LLC BD affiliated
Feb 20, 2019 to May 20, 2021 · Charlottesville, Va
The Capital Management Corporation independent RIA
Sep 20, 2011 to Dec 13, 2017 · Glen Allen, Va
MML Investors Services, LLC BD affiliated
Sep 23, 2009 to Sep 30, 2011 · Forest, Va
Flippin Bruce & Porter Inc former
Sep 24, 1993 to Apr 15, 2009 · Lynchburg, Va

Moves

a registration end followed by a registration begin elsewhere

Private Advisor Group, LLC to Cetera Investment Advisers LLC
left Jul 14, 2025, registered Jul 16, 2025 (2 days) · Affiliated broker-dealer or bank to another · moved with a team
LPL Financial LLC to Private Advisor Group, LLC
left May 20, 2021, registered May 14, 2021 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
The Capital Management Corporation to LPL Financial LLC
left Dec 13, 2017, registered Feb 20, 2019 (434 days) · Other
MML Investors Services, LLC to The Capital Management Corporation
left Sep 30, 2011, registered Sep 20, 2011 (-10 days) · Other
Flippin Bruce & Porter Inc to MML Investors Services, LLC
left Apr 15, 2009, registered Sep 23, 2009 (161 days) · Other

Signals

Joseph Thomas Antonelli left Private Advisor Group, Llc for Cetera Investment Advisers Llc (registered 2025-07-16)
Jul 14, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address