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
Albert Patrick Losco
Feed of 09/14/2026
At current firm
2 y
since Jul 1, 2024
In the industry
21 y
since Oct 9, 2004 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jul 1, 2024 · Lafayette, Nj
- Raymond James Financial Services Advisors, Inc BD affiliatedMay 24, 2016 to Jul 1, 2024 · Lafayette, Nj
- Essex National Securities, Inc. formerAug 29, 2012 to May 9, 2016 · Napa, Ca
- LPL Financial LLC BD affiliatedMay 7, 2012 to Aug 20, 2012 · Waldwick, Nj
- Capital One Financial Advisors LLC unclassifiedAug 15, 2011 to May 3, 2012 · Melville, Ny
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Cetera Investment Advisers LLCleft Jul 1, 2024, registered Jul 1, 2024 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Essex National Securities, Inc. to Raymond James Financial Services Advisors, Incleft May 9, 2016, registered May 24, 2016 (15 days) · Other · moved with a team
- LPL Financial LLC to Essex National Securities, Inc.left Aug 20, 2012, registered Aug 29, 2012 (9 days) · Other
- Capital One Financial Advisors LLC to LPL Financial LLCleft May 3, 2012, registered May 7, 2012 (4 days) · Other
Signals
- Albert Patrick Losco left Raymond James Financial Services Advisors, Inc for Cetera Investment Advisers Llc (registered 2024-07-01)Jul 1, 2024 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address