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
Joseph D. Insinna
Feed of 09/15/2026
Also filed as Joe Daniel Insinna
At current firm
1 y
since Mar 31, 2025
In the industry
11 y
since Jun 1, 2015 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · St. Louis, Mo
- Fidelity Personal And Workplace Advisors formerJul 17, 2023 to Mar 31, 2025 · St. Louis, Mo
- Larson Financial Group, LLC BD affiliatedMay 14, 2020 to May 1, 2023 · Chesterfield, Mo
- Wells Fargo Advisors wirehouseJul 11, 2018 to May 5, 2020 · St. Louis, Mo
- Scottrade Investment Management formerMar 2, 2017 to Mar 7, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Larson Financial Group, LLC to Fidelity Personal And Workplace Advisorsleft May 1, 2023, registered Jul 17, 2023 (77 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Larson Financial Group, LLCleft May 5, 2020, registered May 14, 2020 (9 days) · Wirehouse to independent RIA
- Scottrade Investment Management to Wells Fargo Advisorsleft Mar 7, 2018, registered Jul 11, 2018 (126 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Signals
- Joseph D. Insinna left Larson Financial Group, Llc for Fidelity Personal And Workplace Advisors (registered 2023-07-17)May 1, 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address