JI
JI

Joseph Iudica

11 Years of Experience
Newark, DE
BrokerSells Insurance

Joseph Iudica is a registered investment advisor, based in Newark, DE, with 11 years of industry experience.

Location

900 Prides Crossing, Newark, DE, 19713

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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 ActivitiesSells Insurance

Joseph sells fixed insurance products as an insurance agent since 2016, dedicating full-time hours to this. He also coaches for a Catholic youth organization for minimal time and works as a financial advisor for Diamond State Financial Group since 2025, dedicating full-time hours to this as well.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
LPL Financial LLCBroker
June 2021 - April 2025 · 3 yrs 10 mos
LPL Financial LLC
June 2021 - April 2025 · 3 yrs 10 mos
M&t Securities, INC.
July 2016 - June 2021 · 4 yrs 11 mos
M&t Securities, INC.Broker
June 2016 - June 2021 · 5 yrs
Foreside Fund Services, LLCBroker
March 2015 - May 2016 · 1 yr 2 mos
Edward JonesBroker
January 2015 - February 2015 · 1 mo
State Registrations5 states
DEMDNCOHPA
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 Iudica - Financial Advisor | TrueAdvisor