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
Christine Jeanne Delvecchio
Feed of 09/15/2026
Also filed as Christine Jeanne Pugliese
At current firm
0 y
since Jun 5, 2026
In the industry
25 y
since Sep 22, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Citigroup Global Markets Inc. BD affiliated currentsince Jun 5, 2026 · Jupiter, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to May 1, 2026 · Stuart, Fl
- Banc Of America Investment Services, Inc. unclassifiedJul 3, 2007 to Oct 23, 2009 · Jupiter, Fl
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left May 1, 2026, registered Jun 5, 2026 (35 days) · Wirehouse to affiliated broker-dealer or bank
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
Signals
- Christine Jeanne Delvecchio left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Citigroup Global Markets Inc. (registered 2026-06-05)May 1, 2026 · 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