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
Jeremy D Cacciatore
Feed of 09/15/2026
Also filed as Jeremy David Cacciatore
At current firm
4 y
since Jan 19, 2022
In the industry
20 y
since Aug 24, 2006 (earliest exam, job or registration)
Prior registered firms
5
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
- Pnc Wealth Management BD affiliated currentsince Jan 19, 2022 · Austin, Tx
- Pnc Managed Account Solutions, Inc. formerAug 2, 2019 to Jun 2, 2021 · Houston, Tx
- LPL Financial LLC BD affiliatedApr 10, 2014 to Mar 11, 2019 · Houston, Tx
- Pnc Managed Account Solutions, Inc. formerOct 1, 2013 to Mar 21, 2014 · Houston, Tx
- Wells Fargo Advisors wirehouseAug 31, 2010 to Jul 5, 2011 · Houston, Tx
- Wells Fargo Investments, LLC unclassifiedSep 7, 2006 to Jul 26, 2010 · Tomball, Tx
Moves
a registration end followed by a registration begin elsewhere
- Pnc Managed Account Solutions, Inc. to Pnc Wealth Managementleft Jun 2, 2021, registered Jan 19, 2022 (231 days) · Affiliated broker-dealer or bank to another · moved with a team
- LPL Financial LLC to Pnc Managed Account Solutions, Inc.left Mar 11, 2019, registered Aug 2, 2019 (144 days) · RIA to affiliated broker-dealer or bank
- Pnc Managed Account Solutions, Inc. to LPL Financial LLCleft Mar 21, 2014, registered Apr 10, 2014 (20 days) · Other
- Wells Fargo Advisors to Pnc Managed Account Solutions, Inc.left Jul 5, 2011, registered Oct 1, 2013 (819 days) · Other
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jul 26, 2010, registered Aug 31, 2010 (36 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address