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 Parker Degeorge
Feed of 09/14/2026
Also filed as Joseph P Degeorge
At current firm
5 y
since Sep 24, 2020
In the industry
20 y
since Oct 27, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Advocates LLC independent RIA currentsince Sep 24, 2020 · Grand Rapids, Mi
- Investment Consulting Group Inc otherDec 20, 2019 to Sep 30, 2020 · Davenport, Ia
- Luminist Capital, LLC independent RIAJun 5, 2019 to Dec 23, 2019 · Davenport, Ia
- Innovative Investment Solutions, Inc. unclassifiedApr 20, 2016 to Dec 20, 2019 · Bettendorf, Ia
- Money Concepts Advisory Service BD affiliatedSep 23, 2014 to Apr 20, 2016 · Palm Beach Gardens, Fl
- Citigroup Global Markets Inc. BD affiliatedJul 28, 2006 to Feb 26, 2009 · Davenport, Ia
- Wells Fargo Investments, LLC unclassifiedOct 27, 2005 to Jul 31, 2006 · Geneseo, Il
Moves
a registration end followed by a registration begin elsewhere
- Investment Consulting Group Inc to Advisory Advocates LLCleft Sep 30, 2020, registered Sep 24, 2020 (-6 days) · Other
- Luminist Capital, LLC to Investment Consulting Group Incleft Dec 23, 2019, registered Dec 20, 2019 (-3 days) · Other
- Innovative Investment Solutions, Inc. to Luminist Capital, LLCleft Dec 20, 2019, registered Jun 5, 2019 (-198 days) · Other
- Money Concepts Advisory Service to Innovative Investment Solutions, Inc.left Apr 20, 2016, registered Apr 20, 2016 (0 days) · Other
- Citigroup Global Markets Inc. to Money Concepts Advisory Serviceleft Feb 26, 2009, registered Sep 23, 2014 (2035 days) · Other
- Wells Fargo Investments, LLC to Citigroup Global Markets Inc.left Jul 31, 2006, registered Jul 28, 2006 (-3 days) · Other
Signals
No dated event on this person.
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address