Staten Island, NY
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joseph owns JEGA Consulting for accounting and tax purposes and is an independent contractor for ATCAP Partners, LLC, providing financial services/advisory services. Joseph also engages in general insurance business, occasionally writing fixed or variable insurance for clients, dedicating minimal time to this activity.