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
Marc Anthony Decuffa
Feed of 09/14/2026
Also filed as Marc Anthony Decuffa
At current firm
3 y
since Feb 15, 2023
In the industry
17 y
since Oct 8, 2008 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Proxy Wealth Advisors LLC independent RIA currentsince Feb 15, 2023 · Windermere, Fl
- Proxy Freedom unclassifiedJul 6, 2023 to Jul 22, 2023 · Walnut Creek, Ca
- Proxy Wealth Advisors LLC independent RIANov 5, 2020 to Mar 22, 2022 · Windermere, Fl
- Ameriprise Financial Services, LLC national BDMar 29, 2017 to Dec 31, 2017 · Harrison, Ny
- J.P. Morgan Securities LLC wirehouseMay 2, 2014 to Apr 5, 2017 · New York, Ny
- Park Avenue Securities LLC BD affiliatedFeb 4, 2013 to May 9, 2014 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Nov 12, 2010 · Boston, Ma
- Banc Of America Investment Services, Inc. unclassifiedJan 8, 2009 to Oct 23, 2009 · Boston, Ma
- Bofa Advisors, LLC formerOct 8, 2008 to Dec 31, 2008 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Proxy Freedom to no registered destinationleft Jul 22, 2023 · Departure, no registered destination
- Ameriprise Financial Services, LLC to Proxy Wealth Advisors LLCleft Dec 31, 2017, registered Nov 5, 2020 (1040 days) · Affiliated broker-dealer or bank to independent RIA
- J.P. Morgan Securities LLC to Ameriprise Financial Services, LLCleft Apr 5, 2017, registered Mar 29, 2017 (-7 days) · Wirehouse to affiliated broker-dealer or bank
- Park Avenue Securities LLC to J.P. Morgan Securities LLCleft May 9, 2014, registered May 2, 2014 (-7 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Park Avenue Securities LLCleft Nov 12, 2010, registered Feb 4, 2013 (815 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- Bofa Advisors, LLC to Banc Of America Investment Services, Inc.left Dec 31, 2008, registered Jan 8, 2009 (8 days) · Other
Signals
- Marc Anthony Decuffa no longer registered at Proxy Freedom; no later IA registration on IAPDJul 22, 2023 · Advisor departure · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address