Joseph John Battaglia

Current Employers

Employment History

• 03/2020 → Present
  Sequent Planning, Llc
  Melville, NY
• 10/2008 → Present
  Senior Services Of North America
  Melville, NY
• 06/2023 → Present
  Gladstone Wealth Partners
  Melville, NY

Previous Registrations

• 2020-03-03 → 2023-06-30
  Sequent Planning, Llc
  Omaha, NE
  Melville, NY
  Melville, NY

Other Businesses

1) INSURANCE AGENT - 8/2001 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 25 MELVILLE PARK ROAD, SUITE 103, MELVILLE, NY 11747. 2) SENIOR SERVICES OF NORTH AMERICA - PRESIDENT/PRINCIPAL. 10/2008 TO PRESENT. INVESTMENT RELATED. 532 BROADHOLLOW ROAD, SUITE 106, MELVILLE, NY 11747. 80 HRS/MONTH DEVOTED TO THIS ACTIVITY, 32 HRS/MONTH DURING NORMAL BUSINESS HOURS. DUTIES INCLUDE RUNNING THE DAY TO DAY OPERATIONS, STRATEGIC PLANNING AND MARKETING THE BUSINESS. 3) GREATER LONG ISLAND FINANCIAL SERVICES - OWNER. 05/2003 TO PRESENT. NOT INVESTMENT RELATED. 3977 GREENTREE DRIVE, OCEANSIDE, NY 11572. THIS ENTITY IS USED FOR INSURANCE COMPENSATION AND DOES NOT PROVIDE ANY SERVICES. 4) 6/2023 - GLADSTONE INSTITUTIONAL ADVISORY, LLC. - A REGISTERED INVESTMENT ADVISER DBA- (HYBRID) SSNA WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S); 80 HOURS A MONTH DURING SECURITIES TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2000-10-27

Other Names

• Joe Battaglia