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.
Justin Pullaro
- Designations
- CFPreportedcorepln.comas printed on the bio page, Sep 16, 2026
- Professional profile
- corepln.com/justin-pullaroreportedcorepln.comfirm site, Sep 15, 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.
- Core Planning independent RIA currentsince Aug 2, 2024 · Tampa, Fl
- Provenance Wealth Advisors independent RIAOct 17, 2023 to May 29, 2024 · Tampa, Fl
- Columbia Advisory Partners, LLC independent RIADec 15, 2021 to Jun 30, 2022 · Lutz, Fl
- Signator Financial Services, Inc. formerAug 10, 2009 to Oct 21, 2009 · Tallahassee, Fl
- Pullaro Financial Services, Inc. unclassifiedJan 12, 2006 to Jul 27, 2022 · Lutz, Fl
- Provenance Wealth Advisors to Core Planningleft May 29, 2024, registered Aug 2, 2024 (65 days) · RIA to RIA
- Pullaro Financial Services, Inc. to Signator Financial Services, Inc.left Jul 27, 2022, registered Aug 10, 2009 (-4734 days) · Other
- Columbia Advisory Partners, LLC to Provenance Wealth Advisorsleft Jun 30, 2022, registered Oct 17, 2023 (474 days) · RIA to RIA
- Signator Financial Services, Inc. to Columbia Advisory Partners, LLCleft Oct 21, 2009, registered Dec 15, 2021 (4438 days) · Other
- Justin Pullaro left Provenance Wealth Advisors for Core Planning (registered 2024-08-02)May 29, 2024 · Advisor changed firm · fact
- Justin Pullaro left Pullaro Financial Services, Inc. for Signator Financial Services, Inc. (registered 2009-08-10)Jul 27, 2022 · Advisor changed firm · fact
- Justin Pullaro left Columbia Advisory Partners, Llc for Provenance Wealth Advisors (registered 2023-10-17)Jun 30, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address