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 Daly Fierro
Feed of 09/15/2026
Also filed as Joseph D. Fierro
At current firm
0 y
since Aug 7, 2026
In the industry
41 y
since Oct 4, 1984 (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
- Tamalpais Asset Management independent RIA currentsince Aug 7, 2026 · Long Beach, Ca
- Global View Capital Management LLC independent RIANov 29, 2016 to Aug 5, 2026 · Long Beach, Ca
- Global View Capital Management LLC independent RIAJan 2, 2014 to Apr 20, 2016 · Seal Beach, Ca
- The Strategic Financial Alliance BD affiliatedMay 28, 2013 to Dec 31, 2013 · Seal Beach, Ca
- Transamerica Financial Advisors, LLC BD affiliatedJan 6, 2012 to May 29, 2013 · Torrance, Ca
- Investment Advisors International, Inc. unclassifiedNov 7, 2007 to Jan 6, 2012 · Anaheim, Ca
Moves
a registration end followed by a registration begin elsewhere
- Global View Capital Management LLC to Tamalpais Asset Managementleft Aug 5, 2026, registered Aug 7, 2026 (2 days) · RIA to RIA · moved with a team
- The Strategic Financial Alliance to Global View Capital Management LLCleft Dec 31, 2013, registered Jan 2, 2014 (2 days) · corporate re-registration, not a move
- Transamerica Financial Advisors, LLC to The Strategic Financial Allianceleft May 29, 2013, registered May 28, 2013 (-1 days) · Other
- Investment Advisors International, Inc. to Transamerica Financial Advisors, LLCleft Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move
Signals
- Joseph Daly Fierro left Global View Capital Management Llc for Tamalpais Asset Management (registered 2026-08-07)Aug 5, 2026 · 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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address