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 Eugene Lanzetta

LPL Financial LLCBD affiliatedMechanicsburg, Padual registrantIAPD 2260204

Feed of 09/14/2026

At current firm

1 y

since Mar 6, 2025

In the industry

34 y

since Aug 24, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Mar 6, 2025 · Mechanicsburg, Pa
Ic Advisory Services, Inc. former
Mar 25, 2024 to Mar 6, 2025 · Mechanicsburg, Pa
Securities America Advisors, Inc. former
Dec 7, 2018 to Mar 28, 2024 · Mechanicsburg, Pa
Questar Asset Management, Inc. former
Jul 28, 2006 to Dec 17, 2018 · Quakertown, Pa
Usallianz Securities, Inc. unclassified
Dec 16, 2003 to Jun 16, 2006 · Quakertown, Pa

Moves

a registration end followed by a registration begin elsewhere

Ic Advisory Services, Inc. to LPL Financial LLC
left Mar 6, 2025, registered Mar 6, 2025 (0 days) · corporate re-registration, not a move
Securities America Advisors, Inc. to Ic Advisory Services, Inc.
left Mar 28, 2024, registered Mar 25, 2024 (-3 days) · Affiliated broker-dealer or bank to another
Questar Asset Management, Inc. to Securities America Advisors, Inc.
left Dec 17, 2018, registered Dec 7, 2018 (-10 days) · Affiliated broker-dealer or bank to another
Usallianz Securities, Inc. to Questar Asset Management, Inc.
left Jun 16, 2006, registered Jul 28, 2006 (42 days) · corporate re-registration, not a move

Signals

John Eugene Lanzetta left Securities America Advisors, Inc. for Ic Advisory Services, Inc. (registered 2024-03-25)
Mar 28, 2024 · 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address