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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• O•••• D••••

C••••••••• W•••••• L••independent RIAScottsdale, Az IA-onlyIAPD 6469595

Feed of 09/14/2026

Also filed as Joe Donti

At current firm

0 y

since Dec 11, 2025

In the industry

15 y

since Jan 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• W•••••• L•• independent RIA current
since Dec 11, 2025 · Scottsdale, Az
S•••••••• I••••••••• A••••••• G••••• L•• independent RIA
Mar 26, 2025 to Dec 2, 2025 · Corona, Ca
S•••••••• F•••• F•••••••• G•••• unclassified
Oct 19, 2021 to Feb 3, 2022 · Scottsdale, Az
A• W••••• M••••••••• L•• BD affiliated
Jun 5, 2020 to Jun 5, 2025 · Scottsdale, Az
P••••••• W••••• A•••••••• I••• unclassified
May 6, 2015 to Jun 1, 2020 · Woodland Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

S•••••••• I••••••••• A••••••• G••••• L•• to C••••••••• W•••••• L••
left Dec 2, 2025, registered Dec 11, 2025 (9 days) · RIA to RIA
A• W••••• M••••••••• L•• to S•••••••• F•••• F•••••••• G••••
left Jun 5, 2025, registered Oct 19, 2021 (-1325 days) · Other
S•••••••• F•••• F•••••••• G•••• to S•••••••• I••••••••• A••••••• G••••• L••
left Feb 3, 2022, registered Mar 26, 2025 (1147 days) · Other
P••••••• W••••• A•••••••• I••• to A• W••••• M••••••••• L••
left Jun 1, 2020, registered Jun 5, 2020 (4 days) · Other

Signals

J••••• O•••• D•••• left S•••••••• I••••••••• A••••••• G••••• L•• for C••••••••• W•••••• L•• (registered 2025-12-11)
Dec 2, 2025 · Advisor changed firm · fact
J••••• O•••• D•••• left A• W••••• M••••••••• L•• for S•••••••• F•••• F•••••••• G•••• (registered 2021-10-19)
Jun 5, 2025 · Advisor changed firm · fact
J••••• O•••• D•••• left S•••••••• F•••• F•••••••• G•••• for S•••••••• I••••••••• A••••••• G••••• L•• (registered 2025-03-26)
Feb 3, 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: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address