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

Rodney William Amicone

Ip Financial Advisory Services LLCindependent RIAPalm Harbor, Fl dual registrantIAPD 5554298

Feed of 09/15/2026

Also filed as Rod Amicone

At current firm

2 y

since Feb 14, 2024

In the industry

18 y

since Jul 28, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ip Financial Advisory Services LLC independent RIA current
since Feb 14, 2024 · Palm Harbor, Fl
Osaic Wealth, Inc. BD affiliated
Nov 2, 2018 to Mar 5, 2024 · Palm Harbor, Fl
Signator Investors, Inc. former
Dec 28, 2015 to Nov 2, 2018 · Palm Harbor, Fl
Signator Financial Services, Inc. former
May 8, 2015 to Dec 28, 2015 · Tampa, Fl
Csenge Advisory Group, LLC independent RIA
Nov 7, 2011 to May 14, 2015 · Clearwater, Fl
Fsc Securities Corporation former
Oct 24, 2011 to May 11, 2015 · Clearwater, Fl
Morgan Keegan & Company, LLC former
Jul 26, 2011 to Sep 13, 2011 · Tampa, Fl
LPL Financial LLC BD affiliated
Nov 21, 2008 to Jul 22, 2011 · Clearwater, Fl
First Command Financial Planning, Inc. former
Jul 31, 2008 to Dec 11, 2008 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Ip Financial Advisory Services LLC
left Mar 5, 2024, registered Feb 14, 2024 (-20 days) · Affiliated broker-dealer or bank to another
Signator Investors, Inc. to Osaic Wealth, Inc.
left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
Signator Financial Services, Inc. to Signator Investors, Inc.
left Dec 28, 2015, registered Dec 28, 2015 (0 days) · corporate re-registration, not a move
Csenge Advisory Group, LLC to Signator Financial Services, Inc.
left May 14, 2015, registered May 8, 2015 (-6 days) · Other
Fsc Securities Corporation to Csenge Advisory Group, LLC
left May 11, 2015, registered Nov 7, 2011 (-1281 days) · Other
Morgan Keegan & Company, LLC to Fsc Securities Corporation
left Sep 13, 2011, registered Oct 24, 2011 (41 days) · Other
LPL Financial LLC to Morgan Keegan & Company, LLC
left Jul 22, 2011, registered Jul 26, 2011 (4 days) · Other
First Command Financial Planning, Inc. to LPL Financial LLC
left Dec 11, 2008, registered Nov 21, 2008 (-20 days) · Other

Signals

Rodney William Amicone left Osaic Wealth, Inc. for Ip Financial Advisory Services Llc (registered 2024-02-14)
Mar 5, 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