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
Maggie Webster Piccirillo
Certified Financial Planner
Feed of 09/15/2026
Also filed as Maggie Bacon Webster
At current firm
1 y
since May 12, 2025
In the industry
13 y
since Feb 1, 2013 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Onedigital institutional currentsince May 12, 2025 · Overland Park, Ks
- Cliftonlarsonallen Wealth Advisors, LLC BD affiliatedJun 2, 2022 to May 5, 2025 · West Hartford, Ct
- Fidelity Personal And Workplace Advisors formerJan 6, 2020 to May 10, 2022 · West Hartford, Ct
- Winthrop Wealth independent RIAOct 11, 2017 to Nov 12, 2019 · Boston, Ma
- LPL Financial LLC BD affiliatedNov 15, 2016 to Jun 17, 2019 · Boston, Ma
- Shepherd Kaplan LLC asset managerJun 3, 2013 to Oct 17, 2016 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Cliftonlarsonallen Wealth Advisors, LLC to Onedigitalleft May 5, 2025, registered May 12, 2025 (7 days) · Other
- Fidelity Personal And Workplace Advisors to Cliftonlarsonallen Wealth Advisors, LLCleft May 10, 2022, registered Jun 2, 2022 (23 days) · Affiliated broker-dealer or bank to another
- Winthrop Wealth to Fidelity Personal And Workplace Advisorsleft Nov 12, 2019, registered Jan 6, 2020 (55 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to Winthrop Wealthleft Jun 17, 2019, registered Oct 11, 2017 (-614 days) · Other
- Shepherd Kaplan LLC to LPL Financial LLCleft Oct 17, 2016, registered Nov 15, 2016 (29 days) · Other
Signals
- Maggie Webster Piccirillo left Cliftonlarsonallen Wealth Advisors, Llc for Onedigital (registered 2025-05-12)May 5, 2025 · Advisor changed firm · fact
- Maggie Webster Piccirillo left Fidelity Personal And Workplace Advisors for Cliftonlarsonallen Wealth Advisors, Llc (registered 2022-06-02)May 10, 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
- Institutional managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address