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
Giuseppe Francesco Visconti
Feed of 09/14/2026
Also filed as Giuseppe Francesco Visconti
At current firm
1 y
since Jan 1, 2025
In the industry
18 y
since Sep 12, 2008 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Onesource Wealth Management independent RIA currentsince Jan 1, 2025 · Granite Bay, Ca
- Farther independent RIAMay 22, 2025 to Jan 7, 2026 · Granite Bay, Ca
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 20, 2018 to Jan 24, 2024 · Roseville, Ca
- Wells Fargo Advisors wirehouseOct 11, 2012 to Jun 19, 2018 · Sacramento, Ca
- Citigroup Global Markets Inc. BD affiliatedMay 31, 2011 to Oct 25, 2012 · San Jose, Ca
- Chase Investment Services Corp. formerDec 10, 2009 to May 17, 2011 · Sunnyvale, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 13, 2009 to Nov 27, 2009 · Sacramento, Ca
- Banc Of America Investment Services, Inc. unclassifiedSep 29, 2008 to Mar 26, 2009 · San Jose, Ca
Moves
a registration end followed by a registration begin elsewhere
- Farther to no registered destinationleft Jan 7, 2026 · Departure, no registered destination
- Raymond James Financial Services Advisors, Inc to Onesource Wealth Managementleft Jan 24, 2024, registered Jan 1, 2025 (343 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Raymond James Financial Services Advisors, Incleft Jun 19, 2018, registered Jun 20, 2018 (1 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Wells Fargo Advisorsleft Oct 25, 2012, registered Oct 11, 2012 (-14 days) · Other
- Chase Investment Services Corp. to Citigroup Global Markets Inc.left May 17, 2011, registered May 31, 2011 (14 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left Nov 27, 2009, registered Dec 10, 2009 (13 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Mar 26, 2009, registered Oct 13, 2009 (201 days) · Other
Signals
- Giuseppe Francesco Visconti no longer registered at Farther; no later IA registration on IAPDJan 7, 2026 · Advisor departure · fact
- Giuseppe Francesco Visconti left Raymond James Financial Services Advisors, Inc for Onesource Wealth Management (registered 2025-01-01)Jan 24, 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address