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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A•••••• D•••••••••

L•••••• S•• I••••••••• A•••••••• L•••••BD affiliatedElmhurst, Il dual registrantIAPD 1833480

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Jul 20, 2026

In the industry

30 y

since Oct 27, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated current
since Jul 20, 2026 · Elmhurst, Il
O•••• W•••••• I••• BD affiliated
Oct 11, 2024 to Jul 23, 2026 · Hazlet, Nj
A••••••• P••••••••• A•••••••• I•• former
Nov 4, 2010 to Oct 11, 2024 · Holbrook, Ny
H••••••• A••••••• G••••• I••• unclassified
Oct 24, 2006 to Dec 3, 2009 · Toms River, Nj
F•• S••••••••• C••••••••• former
Dec 12, 2000 to Nov 8, 2010 · Hazlet, Nj

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to L•••••• S•• I••••••••• A•••••••• L•••••
left Jul 23, 2026, registered Jul 20, 2026 (-3 days) · Affiliated broker-dealer or bank to another
A••••••• P••••••••• A•••••••• I•• to O•••• W•••••• I•••
left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
F•• S••••••••• C••••••••• to H••••••• A••••••• G••••• I•••
left Nov 8, 2010, registered Oct 24, 2006 (-1476 days) · Other
H••••••• A••••••• G••••• I••• to A••••••• P••••••••• A•••••••• I••
left Dec 3, 2009, registered Nov 4, 2010 (336 days) · Other

Signals

Anthony Degregorio left Osaic Wealth, Inc. for Lasalle St. Investment Advisors, L.L.C. (registered 2026-07-20)
Jul 23, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address