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

Paul A Agliano

Wells Fargo AdvisorswirehouseDunedin, Fl dual registrantIAPD 2346112

Feed of 09/15/2026

Also filed as Paul Anthony Agliano

At current firm

4 y

since Jun 24, 2022

In the industry

25 y

since Feb 15, 2001 (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

Wells Fargo Advisors wirehouse current
since Jun 24, 2022 · Dunedin, Fl
LPL Financial LLC BD affiliated
Jun 6, 2022 to Jul 5, 2022 · Tampa, Fl
Severin Investments LLC independent RIA
Feb 14, 2022 to Apr 4, 2022 · Clearwater, Fl
Iht Wealth Management LLC BD affiliated
Jun 29, 2021 to Sep 20, 2021 · Chicago, Il
Fidelity Personal And Workplace Advisors former
Mar 6, 2019 to Mar 31, 2021 · Tampa, Fl
Morgan Stanley wirehouse
Jun 1, 2009 to Mar 4, 2019 · Tampa, Fl
Citigroup Global Markets Inc. BD affiliated
Nov 3, 2008 to Jun 1, 2009 · Tampa, Fl
Suntrust Investment Services, Inc. former
Jul 3, 2006 to Oct 7, 2008 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wells Fargo Advisors
left Jul 5, 2022, registered Jun 24, 2022 (-11 days) · RIA to wirehouse
Severin Investments LLC to LPL Financial LLC
left Apr 4, 2022, registered Jun 6, 2022 (63 days) · RIA to RIA
Iht Wealth Management LLC to Severin Investments LLC
left Sep 20, 2021, registered Feb 14, 2022 (147 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Iht Wealth Management LLC
left Mar 31, 2021, registered Jun 29, 2021 (90 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Stanley to Fidelity Personal And Workplace Advisors
left Mar 4, 2019, registered Mar 6, 2019 (2 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Suntrust Investment Services, Inc. to Citigroup Global Markets Inc.
left Oct 7, 2008, registered Nov 3, 2008 (27 days) · Other

Signals

Paul A Agliano left Lpl Financial Llc for Wells Fargo Advisors (registered 2022-06-24)
Jul 5, 2022 · Advisor changed firm · fact
Paul A Agliano left Severin Investments Llc for Lpl Financial Llc (registered 2022-06-06)
Apr 4, 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: Wirehousederived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address