Financial advisor
SALVATORE DISPENZIERE
At Procyon · Sparta, NJ
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Elite Retirement Consultants / Dispenziere & Associates | Elite Retirement Consultants | Procyon | Acquisition | October 1, 2026 | $415M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| PROCYON | Investment adviser | October 2, 2026 | Current |
| LPL FINANCIAL LLC | Investment adviser | October 9, 2025 | February 5, 2026 |
| NEWEDGE ADVISORS | Investment adviser | March 3, 2025 | September 30, 2026 |
| LPL FINANCIAL LLC | Investment adviser | January 7, 2020 | October 7, 2025 |
| LPL FINANCIAL LLC | Broker-dealer | January 7, 2020 | February 5, 2026 |
| SAGEPOINT FINANCIAL, INC. | Investment adviser | January 19, 2016 | January 14, 2020 |
| SAGEPOINT FINANCIAL, INC. | Broker-dealer | January 15, 2016 | January 14, 2020 |
| CADARET GRANT & CO INC | Investment adviser | March 12, 2008 | February 12, 2016 |
| CADARET, GRANT & CO., INC. | Broker-dealer | July 6, 2005 | February 12, 2016 |
| NATIONAL PLANNING CORPORATION | Broker-dealer | October 8, 2001 | July 8, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.