DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
L•••• F•••••••• R••••
Feed of 09/14/2026
Also filed as L•••• F••••••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedvalicenti.comfirm site, Sep 15, 2026
- Advisor profile
- ••• Lockedreportedvalicenti.comfirm site, Sep 15, 2026
At current firm
5 y
since Aug 3, 2021
In the industry
10 y
since Apr 1, 2016 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Director of Researchreportedvalicenti.comfirm site, Sep 15, 2026
- Designations
- CFAreportedvalicenti.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “As a member of the Investment Committee, he oversees the investment research process including reviewing existing and potential investment opportunities.”reportedvalicenti.comthe sentence on the bio page
Registration history
IAPD current and previous registrations
- V•••••••• A••••••• S••••••• I•• independent RIA currentsince Aug 3, 2021 · Elmira, Ny
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address