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
Michael Joseph Sicuranza
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael Joseph Siciranza
At current firm
8 y
since Feb 9, 2018
In the industry
30 y
since Nov 1, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Affinity Wealth Management LLC independent RIA currentsince Feb 9, 2018 · Wilmington, De
- Affinity Wealth Management LLC formerDec 1, 2017 to Feb 9, 2018 · Wilmington, De
- Milestone Wealth Advisors, Inc. formerMar 31, 2009 to Jan 30, 2018 · Greenville, De
- Investment Management & Planning LLC independent RIAFeb 25, 2002 to Apr 15, 2009 · Greenville, De
- LPL Financial LLC BD affiliatedApr 9, 1998 to Mar 28, 2013 · Greenville, De
Moves
a registration end followed by a registration begin elsewhere
- Affinity Wealth Management LLC to Affinity Wealth Management LLCleft Feb 9, 2018, registered Feb 9, 2018 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Milestone Wealth Advisors, Inc. to Affinity Wealth Management LLCleft Jan 30, 2018, registered Dec 1, 2017 (-60 days) · RIA to RIA
- LPL Financial LLC to Investment Management & Planning LLCleft Mar 28, 2013, registered Feb 25, 2002 (-4049 days) · Other
- Investment Management & Planning LLC to Milestone Wealth Advisors, Inc.left Apr 15, 2009, registered Mar 31, 2009 (-15 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address