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

Melissa Anne Imbrogno

Rai Wealthindependent RIANaperville, Ildual registrantIAPD 5651851

Certified Financial Planner

Feed of 09/14/2026

Also filed as Melissa Imbrogno

At current firm

3 y

since Apr 5, 2023

In the industry

17 y

since Mar 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partner & COOreportedraiwealth.comfirm site, Sep 17, 2026
Business email: melissa@raiwealth.comreportedraiwealth.comfirm site, Sep 17, 2026
Professional profile: linkedin.com/in/melissa-a-imbrogno-cfp%C2%AE-2b785a9breportedraiwealth.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Rai Wealth independent RIA current
since Apr 5, 2023 · Naperville, Il
Securities America Advisors, Inc. former
Oct 18, 2017 to Mar 7, 2023 · Naperville, Il
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Jan 9, 2015 to Oct 26, 2017 · Naperville, Il

Moves

a registration end followed by a registration begin elsewhere

Securities America Advisors, Inc. to Rai Wealth
left Mar 7, 2023, registered Apr 5, 2023 (29 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
National Planning Corporation ("Npc Of America" In Fl & Ny) to Securities America Advisors, Inc.
left Oct 26, 2017, registered Oct 18, 2017 (-8 days) · Other · moved with a team

Signals

Melissa Anne Imbrogno left Securities America Advisors, Inc. for Rai Wealth (registered 2023-04-05)
Mar 7, 2023 · 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