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 Gerard Campisi
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Jun 14, 2024
In the industry
35 y
since Jan 1, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jun 14, 2024 · Fairview Village, Pa
- Securities America Advisors, Inc. formerDec 24, 2019 to Jun 14, 2024 · Fairview Village, Pa
- H. Beck, Inc. formerJul 1, 2002 to Dec 31, 2019 · Fairview Village, Pa
- The Planners Network, Inc. formerFeb 28, 2002 to Jul 2, 2002 · Fairview Village, Pa
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJan 4, 2000 to Jun 28, 2002 · Fairview Village, Pa
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- H. Beck, Inc. to Securities America Advisors, Inc.left Dec 31, 2019, registered Dec 24, 2019 (-7 days) · Affiliated broker-dealer or bank to another · moved with a team
- The Planners Network, Inc. to H. Beck, Inc.left Jul 2, 2002, registered Jul 1, 2002 (-1 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to The Planners Network, Inc.left Jun 28, 2002, registered Feb 28, 2002 (-120 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address