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
Marilyn Joanna Gentilotti
Certified Financial Planner
Feed of 09/14/2026
Also filed as Marilyn Joanna Janunas
At current firm
0 y
since Oct 28, 2025
In the industry
20 y
since Apr 10, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Washington Trust Advisors independent RIA currentsince Oct 28, 2025 · Wellesley, Ma
- Beacon Light Planning, LLC unclassifiedMar 9, 2018 to Aug 22, 2025 · Wayland, Ma
- Edward Jones national BDMar 24, 2015 to Nov 7, 2016 · Waltham, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 10, 2006 to Nov 21, 2006 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Beacon Light Planning, LLC to Washington Trust Advisorsleft Aug 22, 2025, registered Oct 28, 2025 (67 days) · Other
- Edward Jones to Beacon Light Planning, LLCleft Nov 7, 2016, registered Mar 9, 2018 (487 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jonesleft Nov 21, 2006, registered Mar 24, 2015 (3045 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Marilyn Joanna Gentilotti left Beacon Light Planning, Llc for Washington Trust Advisors (registered 2025-10-28)Aug 22, 2025 · 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