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

Justin M Patellaro

Money Concepts Advisory ServiceBD affiliatedPalm Beach Gardens, Fl IA-onlyIAPD 5321345

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Justin Michael Teskey

At current firm

1 y

since Feb 18, 2025

In the industry

22 y

since Mar 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Money Concepts Advisory Service BD affiliated current
since Feb 18, 2025 · Palm Beach Gardens, Fl
Sequoia Financial Group, L.L.C. independent RIA
Sep 13, 2024 to Mar 10, 2025 · Walnut Creek, Ca
Eide Bailly Advisors, LLC former
Nov 28, 2023 to Nov 8, 2024 · Sioux Falls, Sd
Consilium Wealth Management former
Mar 12, 2021 to Dec 2, 2024 · Danville, Ca
Simplex Wealth Management former
Mar 12, 2021 to Dec 2, 2024 · Danville, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 11, 2008 to May 29, 2009 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Sequoia Financial Group, L.L.C. to Money Concepts Advisory Service
left Mar 10, 2025, registered Feb 18, 2025 (-20 days) · RIA to affiliated broker-dealer or bank
Consilium Wealth Management to Simplex Wealth Management
left Dec 2, 2024, registered Mar 12, 2021 (-1361 days) · RIA to RIA
Simplex Wealth Management to Eide Bailly Advisors, LLC
left Dec 2, 2024, registered Nov 28, 2023 (-370 days) · RIA to RIA
Eide Bailly Advisors, LLC to Sequoia Financial Group, L.L.C.
left Nov 8, 2024, registered Sep 13, 2024 (-56 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Consilium Wealth Management
left May 29, 2009, registered Mar 12, 2021 (4305 days) · Wirehouse to independent RIA

Signals

Justin M Patellaro left Sequoia Financial Group, L.L.C. for Money Concepts Advisory Service (registered 2025-02-18)
Mar 10, 2025 · Advisor changed firm · fact
Justin M Patellaro left Consilium Wealth Management for Eide Bailly Advisors, Llc (registered 2023-11-28)
Dec 2, 2024 · Advisor changed firm · fact
Justin M Patellaro left Simplex Wealth Management for Consilium Wealth Management (registered 2021-03-12)
Dec 2, 2024 · Advisor changed firm · fact
Justin M Patellaro left Eide Bailly Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2024-09-13)
Nov 8, 2024 · 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address