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
Angelina Marie Funtanilla
Feed of 09/14/2026
At current firm
1 y
since Aug 18, 2025
In the industry
25 y
since Feb 2, 2001 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wedbush Securities Inc. BD affiliated currentsince Aug 18, 2025 · Pasadena, Ca
- Morgan Stanley wirehouseApr 19, 2012 to Feb 24, 2025 · San Rafael, Ca
- J.P. Morgan Securities LLC wirehouseMar 25, 2011 to Feb 3, 2012 · Atlanta, Ga
- Morgan Stanley wirehouseJun 1, 2009 to Mar 24, 2011 · Atlanta, Ga
- Citigroup Global Markets Inc. BD affiliatedFeb 7, 2008 to Jun 1, 2009 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Wedbush Securities Inc.left Feb 24, 2025, registered Aug 18, 2025 (175 days) · Wirehouse to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to Morgan Stanleyleft Feb 3, 2012, registered Apr 19, 2012 (76 days) · Wirehouse to wirehouse
- Morgan Stanley to J.P. Morgan Securities LLCleft Mar 24, 2011, registered Mar 25, 2011 (1 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Angelina Marie Funtanilla left Morgan Stanley for Wedbush Securities Inc. (registered 2025-08-18)Feb 24, 2025 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address