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
Christian Matthew Del Giorgio
Feed of 09/14/2026
At current firm
1 y
since Feb 7, 2025
In the industry
22 y
since Dec 22, 2003 (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
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
- Osaic Institutions, Inc. BD affiliated currentsince Feb 7, 2025 · Fountain Valley, Ca
- LPL Financial LLC BD affiliatedMay 18, 2022 to Dec 23, 2024 · Fountain Valley, Ca
- Cuna Brokerage Services, Inc. formerApr 26, 2011 to May 18, 2022 · Tustin, Ca
- Quest Capital Strategies, Inc. formerFeb 13, 2009 to Nov 10, 2010 · Placetia, Ca
- Woodbury Financial Services, Inc. formerJun 23, 2006 to Feb 17, 2009 · Santa Margarita, Ca
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Osaic Institutions, Inc.left Dec 23, 2024, registered Feb 7, 2025 (46 days) · Affiliated broker-dealer or bank to another
- Cuna Brokerage Services, Inc. to LPL Financial LLCleft May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- Quest Capital Strategies, Inc. to Cuna Brokerage Services, Inc.left Nov 10, 2010, registered Apr 26, 2011 (167 days) · Other
- Woodbury Financial Services, Inc. to Quest Capital Strategies, Inc.left Feb 17, 2009, registered Feb 13, 2009 (-4 days) · Other
Signals
- Christian Matthew Del Giorgio left Lpl Financial Llc for Osaic Institutions, Inc. (registered 2025-02-07)Dec 23, 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address