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
Giuseppe Vitale
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Joe Vitale
At current firm
6 y
since Jul 14, 2020
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Hudson Financial Advisors Inc state registered currentsince Jul 14, 2020 · Streetsboro, Oh
- Capital Analysts BD affiliatedApr 8, 2020 to Jul 24, 2020 · Cleveland, Oh
- Beacon Financial Advisory LLC independent RIAMar 7, 2016 to Jul 10, 2020 · Cleveland, Oh
- Lincoln Investment independent RIAFeb 20, 2015 to Apr 15, 2020 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Capital Analysts to Hudson Financial Advisors Incleft Jul 24, 2020, registered Jul 14, 2020 (-10 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Beacon Financial Advisory LLC to Capital Analystsleft Jul 10, 2020, registered Apr 8, 2020 (-93 days) · RIA to affiliated broker-dealer or bank
- Lincoln Investment to Beacon Financial Advisory LLCleft Apr 15, 2020, registered Mar 7, 2016 (-1500 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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address