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

Dustin Carl Rinaldi

Rinaldi Wealth Management, Inc.independent RIABonita Springs, FlIA-onlyIAPD 5006872

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Nov 23, 2021

In the industry

20 y

since Sep 30, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder & Financial Plannerreportedretirewithdustin.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.

Registration history

IAPD current and previous registrations

Rinaldi Wealth Management, Inc. independent RIA current
since Nov 23, 2021 · Bonita Springs, Fl
LPL Financial LLC BD affiliated
Jul 1, 2016 to Sep 25, 2018 · Bonita Springs, Fl
Independent Financial Partners BD affiliated
May 9, 2014 to Jan 19, 2022 · Bonita Springs, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Oct 31, 2011 to May 7, 2014 · Bonita Springs, Fl
Ciccarelli Advisory Services Inc independent RIA
Jun 20, 2008 to Nov 2, 2011 · Bonita Springs, Fl
Fsc Securities Corporation former
Sep 13, 2007 to Sep 30, 2011 · Bonita Springs, Fl

Moves

a registration end followed by a registration begin elsewhere

Independent Financial Partners to LPL Financial LLC
left Jan 19, 2022, registered Jul 1, 2016 (-2028 days) · Other
LPL Financial LLC to Rinaldi Wealth Management, Inc.
left Sep 25, 2018, registered Nov 23, 2021 (1155 days) · RIA to a newly registered adviser
Raymond James Financial Services Advisors, Inc to Independent Financial Partners
left May 7, 2014, registered May 9, 2014 (2 days) · Other
Ciccarelli Advisory Services Inc to Raymond James Financial Services Advisors, Inc
left Nov 2, 2011, registered Oct 31, 2011 (-2 days) · Other
Fsc Securities Corporation to Ciccarelli Advisory Services Inc
left Sep 30, 2011, registered Jun 20, 2008 (-1197 days) · Other

Signals

Dustin Carl Rinaldi left Independent Financial Partners for Lpl Financial Llc (registered 2016-07-01)
Jan 19, 2022 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address