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

Joseph Leonard Rapacki

360 Financialindependent RIAWayzata, Mn IA-onlyIAPD 2940613
Personal Financial Specialist
Feed of 09/14/2026
At current firm
3 y
since Aug 16, 2023
In the industry
28 y
since Oct 3, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • 360 Financial independent RIA current
    since Aug 16, 2023 · Wayzata, Mn
  • Fidere Advisors state registered
    May 26, 2021 to Aug 22, 2023 · Edina, Mn
  • Boulevard independent RIA
    Feb 20, 2014 to Sep 30, 2022 · Bloomington, Mn
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Joseph Leonard Rapacki left Fidere Advisors for 360 Financial (registered 2023-08-16)
    Aug 22, 2023 · Advisor changed firm · fact
  • Joseph Leonard Rapacki left Boulevard for Fidere Advisors (registered 2021-05-26)
    Sep 30, 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
28derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address