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

Wayne Albert Pampaloni

Sax Wealth Advisors, LLCindependent RIAMyrtle Beach, Sc IA-onlyIAPD 2201691

Certified Financial Planner

Feed of 09/15/2026

Also filed as Wayne A Pampaloni

At current firm

1 y

since Feb 27, 2025

In the industry

34 y

since Jun 12, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sax Wealth Advisors, LLC independent RIA current
since Feb 27, 2025 · Myrtle Beach, Sc
Acorn Financial Advisory Services, Inc. independent RIA
Aug 18, 2016 to Jan 31, 2025 · Reston, Va
LPL Financial LLC BD affiliated
Jan 14, 2014 to Aug 10, 2016 · Leesburg, Va
H. Beck, Inc. former
Mar 1, 2004 to Jan 17, 2014 · Leesburg, Va
Pruco Securities, LLC no RAUM
Aug 19, 2003 to Mar 4, 2004 · Vienna, Va

Moves

a registration end followed by a registration begin elsewhere

Acorn Financial Advisory Services, Inc. to Sax Wealth Advisors, LLC
left Jan 31, 2025, registered Feb 27, 2025 (27 days) · RIA to RIA
LPL Financial LLC to Acorn Financial Advisory Services, Inc.
left Aug 10, 2016, registered Aug 18, 2016 (8 days) · Other
H. Beck, Inc. to LPL Financial LLC
left Jan 17, 2014, registered Jan 14, 2014 (-3 days) · Other
Pruco Securities, LLC to H. Beck, Inc.
left Mar 4, 2004, registered Mar 1, 2004 (-3 days) · Other

Signals

Wayne Albert Pampaloni left Acorn Financial Advisory Services, Inc. for Sax Wealth Advisors, Llc (registered 2025-02-27)
Jan 31, 2025 · 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address