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.

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.

Registered advisor

J••••• F•••• P•••••••••

C••••••• S••••••••• I•••BD affiliatedConshohocken, Pa dual registrantIAPD 2689887

Feed of 09/15/2026

Also filed as Joseph F Persichetti

At current firm

4 y

since Aug 17, 2022

In the industry

30 y

since Feb 29, 1996 (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

C••••••• S••••••••• I••• BD affiliated current
since Aug 17, 2022 · Brooklyn, Ny
C••••• I••••••••• A••••••• L•• BD affiliated
Jul 15, 2020 to Aug 17, 2022 · Brooklyn, Ny
H••• S••••••••• •••• I••• BD affiliated
Feb 1, 2013 to Jul 10, 2020 · Brooklyn, Ny
C•••••• O•• F•••••••• A••••••• L•• unclassified
Dec 2, 2011 to Jan 28, 2013 · Melville, Ny
H••• S••••••••• •••• I••• BD affiliated
Jan 2, 2007 to Nov 29, 2011 · Brooklyn, Ny

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to C••••••• S••••••••• I•••
left Aug 17, 2022, registered Aug 17, 2022 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
H••• S••••••••• •••• I••• to C••••• I••••••••• A••••••• L••
left Jul 10, 2020, registered Jul 15, 2020 (5 days) · Affiliated broker-dealer or bank to another · moved with a team
C•••••• O•• F•••••••• A••••••• L•• to H••• S••••••••• •••• I•••
left Jan 28, 2013, registered Feb 1, 2013 (4 days) · Other
H••• S••••••••• •••• I••• to C•••••• O•• F•••••••• A••••••• L••
left Nov 29, 2011, registered Dec 2, 2011 (3 days) · Other

Signals

J••••• F•••• P••••••••• added a CA registration at C••••••• S••••••••• I•••
Sep 14, 2026 · New state registration · fact
J••••• F•••• P••••••••• added a RI registration at C••••••• S••••••••• I•••
Aug 27, 2026 · New state registration · fact
J••••• F•••• P••••••••• left C••••• I••••••••• A••••••• L•• for C••••••• S••••••••• I••• (registered 2022-08-17)
Aug 17, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address