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
Dominic Joseph Anzevino
Feed of 09/14/2026
Also filed as Dominic Anzevino
At current firm
3 y
since Dec 21, 2022
In the industry
17 y
since Sep 22, 2008 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
2
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
- Savant Wealth Management independent RIA currentsince Dec 21, 2022 · Rockford, Il
- Cetera Planning Partners independent RIAAug 16, 2021 to Dec 14, 2022 · Brunswick, Oh
- Golden Reserve Retirement, LLC independent RIASep 13, 2020 to Aug 2, 2021 · Dublin, Oh
- Edelman Financial Engines independent RIAMar 8, 2016 to Aug 7, 2020 · Akron, Oh
- Financial Engines Advisor Center, LLC formerJul 13, 2015 to Dec 1, 2016 · Akron, Oh
- The Mutual Fund Store formerNov 28, 2012 to Sep 4, 2015 · Overland Park, Ks
- United Advisors America independent RIAJul 26, 2012 to Oct 12, 2012 · Prosper, Tx
- Signator Financial Services, Inc. formerJul 6, 2010 to Dec 31, 2010 · Brunswick, Oh
- Integrity Alliance, LLC BD affiliatedOct 22, 2008 to Feb 25, 2010 · Brunswick, Oh
- Equitable Advisors, LLC national BDSep 23, 2008 to Oct 28, 2008 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- Cetera Planning Partners to Savant Wealth Managementleft Dec 14, 2022, registered Dec 21, 2022 (7 days) · RIA to RIA
- Golden Reserve Retirement, LLC to Cetera Planning Partnersleft Aug 2, 2021, registered Aug 16, 2021 (14 days) · RIA to RIA
- Edelman Financial Engines to Golden Reserve Retirement, LLCleft Aug 7, 2020, registered Sep 13, 2020 (37 days) · RIA to RIA
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Dec 1, 2016, registered Mar 8, 2016 (-268 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Sep 4, 2015, registered Jul 13, 2015 (-53 days) · channel change inside one enterprise, not a move · moved with a team
- United Advisors America to The Mutual Fund Storeleft Oct 12, 2012, registered Nov 28, 2012 (47 days) · Other
- Signator Financial Services, Inc. to United Advisors Americaleft Dec 31, 2010, registered Jul 26, 2012 (573 days) · Other
- Integrity Alliance, LLC to Signator Financial Services, Inc.left Feb 25, 2010, registered Jul 6, 2010 (131 days) · Other
- Equitable Advisors, LLC to Integrity Alliance, LLCleft Oct 28, 2008, registered Oct 22, 2008 (-6 days) · Other
Signals
- Dominic Joseph Anzevino left Cetera Planning Partners for Savant Wealth Management (registered 2022-12-21)Dec 14, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address