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
Joseph Allen Dillon
Certified Financial Planner
Feed of 09/15/2026
Also filed as Joseph Dillon
At current firm
3 y
since Mar 13, 2023
In the industry
21 y
since Apr 1, 2005 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Mar 13, 2023 · Raleigh, Nc
- Curi Capital formerSep 5, 2019 to Mar 8, 2023 · Raleigh, Nc
- Curi Capital formerApr 4, 2018 to Jun 24, 2019 · Raleigh, Nc
- Captrust institutionalApr 15, 2015 to Mar 20, 2018 · Raleigh, Nc
- Captrust Financial Advisors formerJun 18, 2014 to Apr 22, 2015 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Curi Capital to Creative Planningleft Mar 8, 2023, registered Mar 13, 2023 (5 days) · RIA to RIA
- Captrust to Curi Capitalleft Mar 20, 2018, registered Apr 4, 2018 (15 days) · Other
- Captrust Financial Advisors to Captrustleft Apr 22, 2015, registered Apr 15, 2015 (-7 days) · corporate re-registration, not a move
Signals
- Joseph Allen Dillon left Curi Capital for Creative Planning (registered 2023-03-13)Mar 8, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address