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James David Divirgilio

Investment Adviser Representative at Chacon DIAZ & DI Virgilio Wealth Management, LLC

Gainesville, FLCRD #5141951Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James David Divirgilio is an investment adviser representative with Chacon DIAZ & DI Virgilio Wealth Management, LLC in Gainesville, FL, where they have been registered since 2010. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Summit Financial Group Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Florida, Georgia, Louisiana, and Texas.

Office

6208 Nw 43rd Street
Gainesville, FL 32653

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Florida, Georgia, Louisiana, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/24/2006
Series 7
General Securities Representative Examination
Passed 7/11/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Chacon DIAZ & DI Virgilio Wealth Management, LLCCurrent
9/22/2010 – Gainesville, FL
Summit Financial Group Inc
3/18/2009 – 11/3/2010Gainesville, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
8/28/2007 – 12/22/2008Gainesville, FL
Merrill Lynch Pierce Fenner & Smith Inc.
7/26/2006 – 1/3/2007Jacksonville, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Chacon DIAZ & DI Virgilio Wealth Management, LLC
    Jun 2010 – no end date reportedGainesville, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Chacon DIAZ & DI Virgilio Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthOther Investment Advisers

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
2
Main office:
Gainesville, FL
SEC file number:
801-123284

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 17, 2026

View full firm profile

Other advisors at Chacon DIAZ & DI Virgilio Wealth Management, LLC

3 other advisors in the directory

View Chacon DIAZ & DI Virgilio Wealth Management, LLC firm profile

Similar advisors in Gainesville, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James David Divirgilio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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