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••••• C•••••

A••••••••• F•••••••• S•••••••• L••national BDSummit, Nj dual registrantIAPD 6664941

Feed of 09/14/2026

Also filed as Joseph Jameson Cupoli

At current firm

0 y

since Apr 15, 2026

In the industry

10 y

since Aug 1, 2016 (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

A••••••••• F•••••••• S•••••••• L•• national BD current
since Apr 15, 2026 · Summit, Nj
J••• M••••• S••••••••• L•• wirehouse
Aug 13, 2025 to Apr 15, 2026 · Colonia, Nj
C••••• I••••••••• A••••••• L•• BD affiliated
Sep 10, 2024 to Aug 1, 2025 · Morristown, Nj
F••••••• P••••••• A•• W•••••••• A••••••• former
Aug 30, 2022 to Aug 23, 2024 · Morristown, Nj
J••• M••••• S••••••••• L•• wirehouse
Feb 25, 2022 to Jul 21, 2022 · Jersey City, Nj
S••••••• F•••••••• S•••••••• I••• former
Mar 8, 2017 to Sep 3, 2021 · Parsippany, Nj

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Apr 15, 2026, registered Apr 15, 2026 (0 days) · Wirehouse to affiliated broker-dealer or bank
C••••• I••••••••• A••••••• L•• to J••• M••••• S••••••••• L••
left Aug 1, 2025, registered Aug 13, 2025 (12 days) · Affiliated broker-dealer or bank to wirehouse
F••••••• P••••••• A•• W•••••••• A••••••• to C••••• I••••••••• A••••••• L••
left Aug 23, 2024, registered Sep 10, 2024 (18 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 21, 2022, registered Aug 30, 2022 (40 days) · Wirehouse to affiliated broker-dealer or bank
S••••••• F•••••••• S•••••••• I••• to J••• M••••• S••••••••• L••
left Sep 3, 2021, registered Feb 25, 2022 (175 days) · Affiliated broker-dealer or bank to wirehouse

Signals

J••••• C••••• left J••• M••••• S••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-04-15)
Apr 15, 2026 · Advisor changed firm · fact
J••••• C••••• left C••••• I••••••••• A••••••• L•• for J••• M••••• S••••••••• L•• (registered 2025-08-13)
Aug 1, 2025 · Advisor changed firm · fact
J••••• C••••• left F••••••• P••••••• A•• W•••••••• A••••••• for C••••• I••••••••• A••••••• L•• (registered 2024-09-10)
Aug 23, 2024 · Advisor changed firm · fact
J••••• C••••• left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2022-08-30)
Jul 21, 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address