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Registered advisor
D••••••• L• L••••••
Feed of 09/14/2026
Also filed as D••••••• Losacco
At current firm
2 y
since Mar 21, 2024
In the industry
27 y
since Oct 30, 1998 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Mar 21, 2024 · Philadelphia, Pa
- P•••••• A•••••• G••••• L•• BD affiliatedOct 7, 2015 to Sep 10, 2018 · Philadelphia, Pa
- L•• F•••••••• L•• BD affiliatedJun 17, 2014 to Sep 11, 2018 · Philadelphia, Pa
- I••••••••• F•••••••• G••••• L•• BD affiliatedDec 20, 2013 to Apr 21, 2014 · Washington Crossing, Pa
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to P•••••• A•••••• G••••• L••left Sep 11, 2018, registered Oct 7, 2015 (-1070 days) · Other · moved with a team
- P•••••• A•••••• G••••• L•• to C••••• I••••••••• A••••••• L••left Sep 10, 2018, registered Mar 21, 2024 (2019 days) · RIA to affiliated broker-dealer or bank · moved with a team
- I••••••••• F•••••••• G••••• L•• to L•• F•••••••• L••left Apr 21, 2014, registered Jun 17, 2014 (57 days) · Other
Signals
No dated event on this person.
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address