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

Rosanna Coviello

Empower Advisory Group, LLCBD affiliatedHackensack, Nj dual registrantIAPD 6978550

Feed of 09/15/2026

At current firm

0 y

since Jun 8, 2026

In the industry

16 y

since Jun 1, 2010 (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

Empower Advisory Group, LLC BD affiliated current
since Jun 8, 2026 · Hackensack, Nj
UBS Financial Services Inc. wirehouse
Jul 30, 2024 to May 19, 2026 · Weehawken, Nj
Gladstone Wealth Partners BD affiliated
Feb 17, 2021 to Jul 9, 2024 · Palm Beach Gardens, Fl
Private Portfolio Partners, LLC former
Oct 23, 2020 to Mar 2, 2022 · Paramus, Nj

Moves

a registration end followed by a registration begin elsewhere

UBS Financial Services Inc. to Empower Advisory Group, LLC
left May 19, 2026, registered Jun 8, 2026 (20 days) · Wirehouse to affiliated broker-dealer or bank
Gladstone Wealth Partners to UBS Financial Services Inc.
left Jul 9, 2024, registered Jul 30, 2024 (21 days) · RIA to wirehouse
Private Portfolio Partners, LLC to Gladstone Wealth Partners
left Mar 2, 2022, registered Feb 17, 2021 (-378 days) · RIA to RIA

Signals

Rosanna Coviello left Ubs Financial Services Inc. for Empower Advisory Group, Llc (registered 2026-06-08)
May 19, 2026 · Advisor changed firm · fact
Rosanna Coviello left Gladstone Wealth Partners for Ubs Financial Services Inc. (registered 2024-07-30)
Jul 9, 2024 · Advisor changed firm · fact
Rosanna Coviello left Private Portfolio Partners, Llc for Gladstone Wealth Partners (registered 2021-02-17)
Mar 2, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address