JD
JD

Joseph Dante

14 Years of Experience
Lewiston, NY
1 DisclosureBroker

Joseph Dante is a registered investment advisor, based in Lewiston, NY, with 14 years of industry experience.

Location

130 S 5th St., Upper, Lewiston, NY, 14092

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2025
Other Business Activities

Joseph is a board member of Discovery Center in Binghamton, NY since 2016, dedicating minimal time. He also owns Dante II Enterprises, a property management business in Youngstown, NY, since 2021, spending a few hours per week on emergency support and maintenance.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2025 - Present · 8 mos
Cambridge Investment Research, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Edward Jones
August 2011 - October 2025 · 14 yrs 2 mos
Edward JonesBroker
June 2011 - October 2025 · 14 yrs 4 mos
State Registrations12 states
CAFLMAMDNCNJNMNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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