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

Francisco Acevedo

Park Avenue Securities LLCBD affiliatedCherry Hill, Nj dual registrantIAPD 5921051

Feed of 09/15/2026

Also filed as Francisco Edward Acevedo

At current firm

1 y

since Dec 11, 2024

In the industry

15 y

since Aug 19, 2011 (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

Registration history

IAPD current and previous registrations

Park Avenue Securities LLC BD affiliated current
since Dec 11, 2024 · Cherry Hill, Nj
Osaic Fa, Inc. former
Aug 5, 2019 to Dec 12, 2024 · Radnor, Pa
Robustwealth, Inc. former
Dec 3, 2018 to Aug 7, 2019 · Lambertville, Nj
Brinker Capital Inc former
Jun 6, 2014 to Nov 2, 2018 · Berwyn, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 18, 2013 to Apr 10, 2014 · Pennington, Nj
Morgan Stanley wirehouse
Aug 22, 2011 to Oct 28, 2013 · Mount Laurel, Nj

Moves

a registration end followed by a registration begin elsewhere

Osaic Fa, Inc. to Park Avenue Securities LLC
left Dec 12, 2024, registered Dec 11, 2024 (-1 days) · Affiliated broker-dealer or bank to another
Robustwealth, Inc. to Osaic Fa, Inc.
left Aug 7, 2019, registered Aug 5, 2019 (-2 days) · Other
Brinker Capital Inc to Robustwealth, Inc.
left Nov 2, 2018, registered Dec 3, 2018 (31 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Brinker Capital Inc
left Apr 10, 2014, registered Jun 6, 2014 (57 days) · Other
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 28, 2013, registered Dec 18, 2013 (51 days) · Wirehouse to wirehouse

Signals

Francisco Acevedo left Osaic Fa, Inc. for Park Avenue Securities Llc (registered 2024-12-11)
Dec 12, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address