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
Spiros Vassilakos
Feed of 09/14/2026
Also filed as Spyro Vassilakos
At current firm
2 y
since Sep 22, 2023
In the industry
25 y
since Aug 14, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Csenge Advisory Group, LLC independent RIA currentsince Sep 22, 2023 · Tarpon Springs, Fl
- Cambridge Investment Research Advisors, Inc. BD affiliatedJul 17, 2020 to Sep 22, 2023 · Tarpon Springs, Fl
- Sagepoint Financial, Inc. formerAug 31, 2017 to Jul 2, 2020 · Tarpon Springs, Fl
- LPL Financial LLC BD affiliatedJun 20, 2016 to Sep 11, 2017 · Tarpon Springs, Fl
- Householder Group Estate & Retirement Specialists formerJun 9, 2016 to Jun 13, 2016 · Oradell, Nj
- Sagepoint Financial, Inc. formerSep 7, 2007 to Jul 15, 2016 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Csenge Advisory Group, LLCleft Sep 22, 2023, registered Sep 22, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Sagepoint Financial, Inc. to Cambridge Investment Research Advisors, Inc.left Jul 2, 2020, registered Jul 17, 2020 (15 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Sagepoint Financial, Inc.left Sep 11, 2017, registered Aug 31, 2017 (-11 days) · Other
- Sagepoint Financial, Inc. to Householder Group Estate & Retirement Specialistsleft Jul 15, 2016, registered Jun 9, 2016 (-36 days) · Other
- Householder Group Estate & Retirement Specialists to LPL Financial LLCleft Jun 13, 2016, registered Jun 20, 2016 (7 days) · Other
Signals
- Spiros Vassilakos left Cambridge Investment Research Advisors, Inc. for Csenge Advisory Group, Llc (registered 2023-09-22)Sep 22, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address