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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
V••••• J•••• D•••••••
- Title
- Senior Vice Presidentreportedwaypointsfinancial.comfirm site, Sep 16, 2026
- Business email
- vdivietro@waypointsfinancial.comreportedwaypointsfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••••••• F•••••••• independent RIA currentsince Mar 23, 2012 · Sebring, Fl
- W•• A•••••••• L• formerJun 24, 2011 to Mar 31, 2017 · Sebring, Fl
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedFeb 26, 2009 to Jul 8, 2011 · Sebring, Fl
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Feb 10, 2009 · Sebring, Fl
- A• G• E•••••• • S•••• I••• unclassifiedJul 18, 2006 to Jan 1, 2008 · Sebring, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 17, 1995 to Jul 19, 2006 · Sebring, Fl
- W•• A•••••••• L• to W•••••••• F••••••••left Mar 31, 2017, registered Mar 23, 2012 (-1834 days) · Other · moved with a team
- C•••••••• I••••••••• R••••••• A•••••••• I••• to W•• A•••••••• L•left Jul 8, 2011, registered Jun 24, 2011 (-14 days) · Other
- W•••• F•••• A••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Feb 10, 2009, registered Feb 26, 2009 (16 days) · Other
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A• G• E•••••• • S•••• I•••left Jul 19, 2006, registered Jul 18, 2006 (-1 days) · Other
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.
- 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