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Current Employers

Employment History

• 01/2015 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Dallas, TX

Previous Registrations

• 2009-06-01 → 2015-01-22
  Morgan Stanley
  Dallas, TX
• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX

Other Businesses

RENTAL PROPERTY, INV RELATED, SYRACUSE, NY, 100% OWNER, START: 11/1994, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, SYRACUSE, NY, 100% OWNER, START: 1/1985, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, 100% OWNER, CORAL SPRINGS FL, START: 8/1996, 1 HOUR PER MONTH/0 DURING TRADING. COMMERCIAL RENTAL PROPERTY, INV RELATED, SYRACUSE, NY, START: 11/1994, 100% OWNER. 1 PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, DALLAS, TX, 100% OWNER, START: 6/1995, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, PHOENIX, AZ, 50% OWNER, START: 11/2011, 1 HOUR PER MONTH/0 DURING TRADING. COMMERCIAL RENTAL PROPERTY, INV RELATED, BRADENTON, FL, 100% OWNER, START: 5/1991, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV RELATED, SYRACUSE, NY, 100% OWNER, START: 11/1994, 1 HOUR PER MONTH/0 DURING TRADING. CRYSTAL MANAGEMENT GROUP, INV RELATED, SARASOTA, FL, 51% OWNER, START: 8/2005, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. EXECUTOR FOR FRIEND; INV. RELATED; DALLAS, TX; START DATE 11/30/2014; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR AUNT; INV. RELATED; SOLVAY, NY; START DATE 3/28/1998; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR FRIEND; INV. RELATED; DALLAS, TX; START DATE 9/15/2000; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR FRIEND; INV. RELATED; DALLAS, TX; START DATE 11/30/2014; 1 HR PER MONTH; 0 HRS DURING TRADING. FEW INVESTMENTS LTD, LP; INVESTMENT RELATED; DALLAS, TX; SECURITY INVESTMENTS; PRESIDENT AND DIRECTOR; START DATE 10/29/2012; 10 HOURS PER MONTH; 0 HRS DURING TRADING. WRW INVESTMENTS LTD; INVESTMENT RELATED; DALLAS, TX; SECURITY INVESTMENTS; PRESIDENT AND DIRECTOR; START DATE 10/29/2012; 10 HOURS PER MONTH; 0 HRS DURING TRADING. WRW ASSET MANAGEMENT, INC; INVESTMENT RELATED; DALLAS, TX; SECURITY INVESTMENTS; PRESIDENT AND DIRECTOR; START DATE 10/29/2012; 1 HOUR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; NEW YORK, NY; OWNER; START DATE 9/1/1986; 1 HR PER MONTH; 0 HRS DURING TRADING. GUARDIAN FOR FRIEND; INV RELATED; CORAL SPRINGS, FL; START: 9/17/13; 10 HRS/MO; 0 DURING TRADING. ICON FIDUCIARY TRUST, NON INV RELATED; CORAL SPRINGS, FL; OWNER; START: 10/10/16; 1 HR/MO; 0 DURING TRADING; SOLE PROP TO HIRE EMPLOYEE FOR DATA ENTRY. WILLOW ROAD LLC, INV RELATED, PHOENIX, AZ, 25% OWNERSHIP, START 8/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, PASSIVE INVESTOR IN REAL ESTATE PROPERTY HOLDING AND MANAGEMENT COMPANY. TRUSTEE FOR FRIEND'S TRUST; INV RELATED; DALLAS, TX; START: 11/6/18; LESS THAN 1 HR/MO; 0 DURING TRADING. TRUSTEE FOR FRIENDS TRUST, INV RELATED, NEW YORK, NY, START: 1/01/2020, 3 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY, INVT RELATED, DALLAS, TX, 100% OWNERSHIP, START DATE 11/1/1994, 1 HR PER MONTH, 0 HRS DURING TRADING, COMMERCIAL RENTAL PROPERTY, INVT RELATED, DALLAS, TX, 100% OWNERSHIP, START DATE 11/1/1994, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. COMMERCIAL RENTAL PROPERTY, INVT RELATED, DALLAS, TX, 100% OWNERSHIP, START DATE 1/1/1985, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY, INVT RELATED, DALLAS, TX, 50% OWNERSHIP, START DATE 9/1/1986, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD.; TRUSTEE FOR FAMILY FRIEND, INV RELATED, DALLAS, TX, START: 3/1/2021, 1 HR/MONTH, 0 HRS DURING TRADING.; DURABLE POA FOR FRIEND; NOT INV RELATED; SAN DIEGO, CA; POA; 02/2025; 1 HOUR PER MONTH; NONE DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-03-09
• S63 Uniform Securities Agent State Law Examination
  1989-07-31

Other Names

• Joseph Iacuone
• Joseph Iacuone
• Joseph Iacuoneakaicon