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 Matthew Conte
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Aug 18, 2026
In the industry
21 y
since Sep 28, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Aug 18, 2026 · Camp Hill, Pa
- Thegrid LLC unclassifiedOct 4, 2023 to Aug 18, 2026 · Camp Hill, Pa
- Cambridge Investment Research Advisors, Inc. BD affiliatedAug 7, 2009 to Aug 25, 2026 · Camp Hill, Pa
- The Conte-Browne Group, LLC unclassifiedAug 24, 2006 to Dec 31, 2009 · Camp Hill, Pa
- Mutual Service Corporation unclassifiedNov 18, 2005 to Sep 13, 2006 · Camp Hill, Pa
- Pruco Securities, LLC no RAUMApr 25, 2005 to Nov 21, 2005 · Camp Hill, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Thegrid LLCleft Aug 25, 2026, registered Oct 4, 2023 (-1056 days) · Other
- Thegrid LLC to LPL Financial LLCleft Aug 18, 2026, registered Aug 18, 2026 (0 days) · Other
- The Conte-Browne Group, LLC to Cambridge Investment Research Advisors, Inc.left Dec 31, 2009, registered Aug 7, 2009 (-146 days) · Other
- Mutual Service Corporation to The Conte-Browne Group, LLCleft Sep 13, 2006, registered Aug 24, 2006 (-20 days) · Other
- Pruco Securities, LLC to Mutual Service Corporationleft Nov 21, 2005, registered Nov 18, 2005 (-3 days) · Other
Signals
- Anthony Matthew Conte left Cambridge Investment Research Advisors, Inc. for Thegrid Llc (registered 2023-10-04)Aug 25, 2026 · Advisor changed firm · fact
- Anthony Matthew Conte left Thegrid Llc for Lpl Financial Llc (registered 2026-08-18)Aug 18, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address