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 C Silino
Feed of 09/14/2026
At current firm
2 y
since Nov 2, 2023
In the industry
19 y
since May 2, 2007 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pinnacle Investments, LLC BD affiliated currentsince Nov 2, 2023 · East Syracuse, Ny
- Advice And Planning Services BD affiliatedDec 3, 2020 to Oct 5, 2023 · Syracuse, Ny
- M&T Securities, Inc. unclassifiedMar 13, 2015 to Sep 25, 2015 · Fayetteville, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 17, 2012 to Feb 23, 2015 · Cicero, Ny
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Pinnacle Investments, LLCleft Oct 5, 2023, registered Nov 2, 2023 (28 days) · Affiliated broker-dealer or bank to another
- M&T Securities, Inc. to Advice And Planning Servicesleft Sep 25, 2015, registered Dec 3, 2020 (1896 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to M&T Securities, Inc.left Feb 23, 2015, registered Mar 13, 2015 (18 days) · Other
Signals
- Joseph C Silino left Advice And Planning Services for Pinnacle Investments, Llc (registered 2023-11-02)Oct 5, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address