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.
Joseph Michael Prisco
- Designations
- JD, CFPreportedadvocacyfinancial.comas printed on the bio page, Sep 16, 2026
- Founder
- “Prisco has worked at a multinational financial firm, at a regional financial firm with multiple bank branches under his purview, and as founder and operator of Advocacy Financial, LLC since 2010.”reportedadvocacyfinancial.comthe sentence on the bio page
- Professional profile
- advocacyfinancial.com/team-members/joe-priscoreportedadvocacyfinancial.comfirm site, Sep 16, 2026
Only 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.
- Advocacy Financial LLC independent RIA currentsince Jan 2, 2020 · Covington, La
- Beam Wealth Advisors, Inc. independent RIAFeb 23, 2010 to Dec 31, 2019 · Covington, La
- Morgan Keegan & Company, LLC formerAug 1, 2007 to Feb 17, 2010 · Mandeville, La
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 28, 2005 to Feb 22, 2007 · Washington, Dc
- Beam Wealth Advisors, Inc. to Advocacy Financial LLCleft Dec 31, 2019, registered Jan 2, 2020 (2 days) · RIA to RIA
- Morgan Keegan & Company, LLC to Beam Wealth Advisors, Inc.left Feb 17, 2010, registered Feb 23, 2010 (6 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Keegan & Company, LLCleft Feb 22, 2007, registered Aug 1, 2007 (160 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address