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
Christopher Charles Truscello
Feed of 09/14/2026
Also filed as Christopher Charles Truscello
At current firm
2 y
since Dec 19, 2023
In the industry
28 y
since Aug 7, 1998 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Diversify Advisory Services, LLC BD affiliated currentsince Dec 19, 2023 · South Jordan, Ut
- Hornor, Townsend & Kent, LLC independent RIASep 29, 2016 to May 10, 2022 · Conshohocken, Pa
- Newsquare Capital, LLC independent RIAMar 4, 2016 to Dec 9, 2016 · Newtown Square, Pa
- Msi Financial Services, Inc. formerJan 2, 2015 to Sep 22, 2016 · Newtown Square, Pa
- New England Securities Corporation formerJul 24, 2002 to Jan 2, 2015 · Newtown Square, Pa
Moves
a registration end followed by a registration begin elsewhere
- Hornor, Townsend & Kent, LLC to Diversify Advisory Services, LLCleft May 10, 2022, registered Dec 19, 2023 (588 days) · Affiliated broker-dealer or bank to another
- Newsquare Capital, LLC to Hornor, Townsend & Kent, LLCleft Dec 9, 2016, registered Sep 29, 2016 (-71 days) · Other
- Msi Financial Services, Inc. to Newsquare Capital, LLCleft Sep 22, 2016, registered Mar 4, 2016 (-202 days) · Other
- New England Securities Corporation to Msi Financial Services, Inc.left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
Signals
- Christopher Charles Truscello left Hornor, Townsend & Kent, Llc for Diversify Advisory Services, Llc (registered 2023-12-19)May 10, 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address