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

Teresa Jay Digregorio

Vanguard Advisers, Inc.BD affiliatedScottsdale, Azdual registrantIAPD 7214862

Feed of 09/14/2026

Also filed as Teresa J Digregorio

At current firm

0 y

since Feb 12, 2026

In the industry

14 y

since Sep 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vanguard Advisers, Inc. BD affiliated current
since Feb 12, 2026 · Scottsdale, Az
Vanguard Advisers, Inc. BD affiliated
Jan 14, 2026 to Jan 15, 2026 · Scottsdale, Az
Hub Investment Partners, LLC independent RIA
Aug 6, 2025 to Dec 15, 2025 · Scottsdale, Az
Global Retirement Partners LLC institutional
Jul 8, 2024 to Jan 12, 2026 · San Rafael, Ca
Cresset Asset Management, LLC independent RIA
Mar 27, 2023 to May 17, 2024 · Scottsdale, Az
Vanguard Advisers, Inc. BD affiliated
Mar 16, 2022 to Jan 27, 2023 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Hub Investment Partners, LLC
left Jan 12, 2026, registered Aug 6, 2025 (-159 days) · Other
Hub Investment Partners, LLC to Vanguard Advisers, Inc.
left Dec 15, 2025, registered Jan 14, 2026 (30 days) · RIA to affiliated broker-dealer or bank
Cresset Asset Management, LLC to Global Retirement Partners LLC
left May 17, 2024, registered Jul 8, 2024 (52 days) · Other
Vanguard Advisers, Inc. to Cresset Asset Management, LLC
left Jan 27, 2023, registered Mar 27, 2023 (59 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Teresa Jay Digregorio left Global Retirement Partners Llc for Hub Investment Partners, Llc (registered 2025-08-06)
Jan 12, 2026 · Advisor changed firm · fact
Teresa Jay Digregorio left Hub Investment Partners, Llc for Vanguard Advisers, Inc. (registered 2026-01-14)
Dec 15, 2025 · Advisor changed firm · fact
Teresa Jay Digregorio left Cresset Asset Management, Llc for Global Retirement Partners Llc (registered 2024-07-08)
May 17, 2024 · Advisor changed firm · fact
Teresa Jay Digregorio left Vanguard Advisers, Inc. for Cresset Asset Management, Llc (registered 2023-03-27)
Jan 27, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address