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
Anthony Martin Bonafede
Feed of 09/15/2026
Also filed as Tony Bonafede
At current firm
4 y
since Apr 15, 2022
In the industry
24 y
since Jun 29, 2002 (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
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
- Commonwealth Financial Network national BD currentsince Apr 15, 2022 · San Diego, Ca
- Sorrento Pacific Financial, LLC formerAug 27, 2018 to Mar 29, 2022 · San Diego, Ca
- Cuso Financial Services, L.P. formerAug 27, 2018 to Mar 29, 2022 · San Diego, Ca
- Independent Financial Group, LLC BD affiliatedJun 10, 2014 to Jul 27, 2018 · San Diego, Ca
- LPL Financial LLC BD affiliatedJun 8, 2004 to Jul 2, 2014 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to Sorrento Pacific Financial, LLCleft Mar 29, 2022, registered Aug 27, 2018 (-1310 days) · channel change inside one enterprise, not a move
- Sorrento Pacific Financial, LLC to Cuso Financial Services, L.P.left Mar 29, 2022, registered Aug 27, 2018 (-1310 days) · Affiliated broker-dealer or bank to another
- Independent Financial Group, LLC to Sorrento Pacific Financial, LLCleft Jul 27, 2018, registered Aug 27, 2018 (31 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Independent Financial Group, LLCleft Jul 2, 2014, registered Jun 10, 2014 (-22 days) · Other
Signals
- Anthony Martin Bonafede left Sorrento Pacific Financial, Llc for Commonwealth Financial Network (registered 2022-04-15)Mar 29, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address