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
Anthony Perry Desantis
Feed of 09/14/2026
Also filed as Tony Desantis
At current firm
3 y
since Jun 21, 2023
In the industry
18 y
since Jan 31, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Maripau Wealth Management LLC independent RIA currentsince Jun 21, 2023 · Sarasota, Fl
- Impact Partnership Wealth, LLC independent RIAMay 2, 2022 to Jun 15, 2023 · Marietta, Ga
- Kinetic Investment Management, Inc. independent RIADec 9, 2020 to Apr 19, 2022 · Denver, Co
- Ae Wealth Management, LLC BD affiliatedOct 16, 2020 to Dec 9, 2020 · Denver, Co
- Securian Financial Services, Inc. formerFeb 14, 2008 to Mar 6, 2009 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Impact Partnership Wealth, LLC to Maripau Wealth Management LLCleft Jun 15, 2023, registered Jun 21, 2023 (6 days) · RIA to RIA
- Kinetic Investment Management, Inc. to Impact Partnership Wealth, LLCleft Apr 19, 2022, registered May 2, 2022 (13 days) · RIA to RIA
- Ae Wealth Management, LLC to Kinetic Investment Management, Inc.left Dec 9, 2020, registered Dec 9, 2020 (0 days) · RIA to RIA
- Securian Financial Services, Inc. to Ae Wealth Management, LLCleft Mar 6, 2009, registered Oct 16, 2020 (4242 days) · Other
Signals
- Anthony Perry Desantis left Impact Partnership Wealth, Llc for Maripau Wealth Management Llc (registered 2023-06-21)Jun 15, 2023 · Advisor changed firm · fact
- Anthony Perry Desantis left Kinetic Investment Management, Inc. for Impact Partnership Wealth, Llc (registered 2022-05-02)Apr 19, 2022 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address