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 Anthony Digangi
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joseph Anthony Digangi
At current firm
6 y
since May 26, 2020
In the industry
33 y
since Mar 5, 1993 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Amicus Financial Advisors, LLC independent RIA currentsince May 26, 2020 · Easton, Pa
- Elana Advisory Services, LLC unclassifiedJan 30, 2015 to Dec 31, 2019 · Easton, Pa
- Gradient Advisors, LLC independent RIAAug 27, 2013 to Dec 31, 2014 · Easton, Pa
- Walnut Street Securities, Inc. formerJan 6, 2012 to Aug 30, 2013 · Easton, Pa
- Evolve Investment Advisors unclassifiedMar 25, 2010 to Dec 17, 2010 · Austin, Tx
- Evolve Securities, Inc. unclassifiedJan 19, 2007 to Dec 31, 2010 · Easton, Pa
- Concourse Financial Group Advisors formerJan 27, 2006 to Jan 31, 2007 · Easton, Pa
- Everest Financial & Settlement Consulting, LLC unclassifiedNov 22, 2002 to Dec 17, 2003 · Bethlehem, Pa
Moves
a registration end followed by a registration begin elsewhere
- Elana Advisory Services, LLC to Amicus Financial Advisors, LLCleft Dec 31, 2019, registered May 26, 2020 (147 days) · Other
- Gradient Advisors, LLC to Elana Advisory Services, LLCleft Dec 31, 2014, registered Jan 30, 2015 (30 days) · Other
- Walnut Street Securities, Inc. to Gradient Advisors, LLCleft Aug 30, 2013, registered Aug 27, 2013 (-3 days) · Other
- Evolve Securities, Inc. to Evolve Investment Advisorsleft Dec 31, 2010, registered Mar 25, 2010 (-281 days) · Other
- Evolve Investment Advisors to Walnut Street Securities, Inc.left Dec 17, 2010, registered Jan 6, 2012 (385 days) · Other
- Concourse Financial Group Advisors to Evolve Securities, Inc.left Jan 31, 2007, registered Jan 19, 2007 (-12 days) · Other
- Everest Financial & Settlement Consulting, LLC to Concourse Financial Group Advisorsleft Dec 17, 2003, registered Jan 27, 2006 (772 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address