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
Agostino Anthony Pugliese
Feed of 09/14/2026
Also filed as Anthony Pugliese
At current firm
10 y
since Oct 2, 2015
In the industry
15 y
since Jan 19, 2011 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Marshall Financial Group LLC independent RIA currentsince Oct 2, 2015 · Hunt Valley, Md
- Ssn Advisory, Inc. formerMar 13, 2018 to Aug 14, 2020 · Hunt Valley, Md
- Ssn Advisory, Inc. formerJan 5, 2016 to Jun 16, 2016 · Dansville, Ny
- Baltimore-Washington Financial Advisors independent RIAFeb 4, 2015 to Sep 28, 2015 · Columbia, Md
- Wells Fargo Advisors wirehouseJan 20, 2011 to Feb 4, 2015 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- Ssn Advisory, Inc. to no registered destinationleft Aug 14, 2020 · Departure, no registered destination
- Baltimore-Washington Financial Advisors to The Marshall Financial Group LLCleft Sep 28, 2015, registered Oct 2, 2015 (4 days) · Other
- Wells Fargo Advisors to Baltimore-Washington Financial Advisorsleft Feb 4, 2015, registered Feb 4, 2015 (0 days) · Other
Signals
No dated event on this person.
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address