JP
PFS
JP
PFS

Joseph Purpura

20 Years of Experience
Levittown, NY
Broker

Joseph Purpura is a PFS-designated registered investment advisor, based in Levittown, NY, with 20 years of industry experience.

Location

3601 Hempstead Tpke, Ste 200, Levittown, NY, 11756

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business Activities

Joseph is involved in several tax preparation and accounting businesses, including Joseph S. Purpura, LLC, Purpura CPA, and Joseph S. Purpura CPA, P.C. He is also the sole owner of Tax Intelligent Wealth, LLC, where he spends nearly full-time providing tax and wealth management, operations management, and sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
April 2022 - September 2025 · 3 yrs 5 mos
Avantax Investment Services, INC.Broker
January 2006 - September 2025 · 19 yrs 8 mos
State Registrations8 states
CTFLMANCNJNYPASC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Purpura - Financial Advisor | TrueAdvisor