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
Jerry Robert Citarella
Feed of 09/14/2026
Also filed as Jerry R Citarella
At current firm
5 y
since Aug 31, 2021
In the industry
31 y
since Sep 18, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prosperitas Financial, LLC independent RIA currentsince Aug 31, 2021 · Valencia, Ca
- Next Financial Group, Inc. formerDec 3, 2007 to Apr 25, 2022 · Houston, Tx
- Park Avenue Securities LLC BD affiliatedAug 24, 2006 to Dec 4, 2007 · Valencia, Ca
- Ameritas Advisory Services formerMar 16, 2004 to Aug 17, 2006 · Valencia, Ca
Moves
a registration end followed by a registration begin elsewhere
- Next Financial Group, Inc. to Prosperitas Financial, LLCleft Apr 25, 2022, registered Aug 31, 2021 (-237 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Park Avenue Securities LLC to Next Financial Group, Inc.left Dec 4, 2007, registered Dec 3, 2007 (-1 days) · Other
- Ameritas Advisory Services to Park Avenue Securities LLCleft Aug 17, 2006, registered Aug 24, 2006 (7 days) · Other
Signals
- Jerry Robert Citarella left Next Financial Group, Inc. for Prosperitas Financial, Llc (registered 2021-08-31)Apr 25, 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address