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
Jay Anthony Czarapata
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jay A Czarapata
At current firm
5 y
since Jan 4, 2021
In the industry
22 y
since May 20, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66, 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
- Fiducient Advisors LLC mixed wealth currentsince Jun 26, 2026 · Chicago, Il
- Wealthspire Advisors independent RIA currentsince Jan 4, 2021 · Milwaukee, Wi
- Wealthspire Advisors formerJun 13, 2013 to Dec 31, 2020 · Milwaukee, Wi
- Baker Tilly Investment Advisors formerNov 11, 2011 to Jul 8, 2013 · Madison, Wi
- Sva Wealth Management, Inc. unclassifiedApr 18, 2006 to Nov 14, 2011 · Madison, Wi
- Deloitte Investment Advisors LLC unclassifiedJun 15, 2004 to Mar 8, 2006 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 4, 2021 (4 days) · corporate re-registration, not a move
- Baker Tilly Investment Advisors to Wealthspire Advisorsleft Jul 8, 2013, registered Jun 13, 2013 (-25 days) · Other
- Sva Wealth Management, Inc. to Baker Tilly Investment Advisorsleft Nov 14, 2011, registered Nov 11, 2011 (-3 days) · Other
- Deloitte Investment Advisors LLC to Sva Wealth Management, Inc.left Mar 8, 2006, registered Apr 18, 2006 (41 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address