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
John Anthony Faggio
Certified Financial Planner
Feed of 09/14/2026
Also filed as John Anthony Faggio
At current firm
0 y
since Jan 20, 2026
In the industry
32 y
since Oct 25, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Foundation Wealth & Tax Advisors, LLC state registered currentsince Jan 20, 2026 · Annapolis, Md
- Bestgate Wealth Advisors, LLC independent RIASep 19, 2019 to Nov 3, 2022 · Frederick, Md
- Ssn Advisory, Inc. formerFeb 1, 2010 to Oct 1, 2012 · Columbia, Md
- Medallion Advisory Services, LLC unclassifiedMar 5, 1997 to Dec 31, 2009 · Columbia, Md
Moves
a registration end followed by a registration begin elsewhere
- Bestgate Wealth Advisors, LLC to Foundation Wealth & Tax Advisors, LLCleft Nov 3, 2022, registered Jan 20, 2026 (1174 days) · RIA to a state-registered adviser · moved with a team
- Ssn Advisory, Inc. to Bestgate Wealth Advisors, LLCleft Oct 1, 2012, registered Sep 19, 2019 (2544 days) · Other
- Medallion Advisory Services, LLC to Ssn Advisory, Inc.left Dec 31, 2009, registered Feb 1, 2010 (32 days) · Other
Signals
- John Anthony Faggio left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2026-01-20)Nov 3, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address