Joseph Dipasquale

Current Employers

Employment History

• 05/2016 → 02/2020
  Symetra Life Insurance Co., Inc.
  Bellevue, WA
• 05/2016 → 02/2020
  Symetra Securities Inc.
  Southport, CT
• 07/2021 → 12/2023
  Crown Capital Securities, L.P.
  Southport, CT
• 11/2020 → 12/2023
  Southport Compass
  Southport, CT
• 03/2020 → 10/2020
  Unemployed
  Glastonbury, CT
• 09/2021 → Present
  Retire Safety First Llc
  Glastonbury, CT
• 05/2022 → Present
  Medicare Sales
  Glastonbury, CT
• 12/2023 → 09/2025
  Avantax Investment Services Inc.
  Glastonbury, CT
• 12/2023 → 09/2025
  Avantax Advisory Services
  Glastonbury, CT
• 12/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Glastonbury, CT
• 09/2021 → Present
  Retire Safety First Llc
  Glastonbury, CT
• 05/2022 → Present
  Medicare Sales
  Glastonbury, CT
• 12/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Glastonbury, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Glastonbury, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-05 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Glastonbury, CT
• 2023-03-21 → 2023-12-11
  Crown Capital Securities, L.P.
  Glastonbury, CT

Other Businesses

RETIRE SAFETY FIRST LLC POSITION: Financial Advisor NATURE: We offer retirement planning, investment planning, insurance planning through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2021 ADDRESS: 140 Hebron Ave, Ste 100, Glastonbury CT 06033, United States DESCRIPTION: Meet with client. understand what their needs and concerns are. help develop a plan to achieve these goals. manage client relationships. review plan semi annually to makesure they are still on track. MEDICARE SALES POSITION: agent NATURE: Offering medicare health plans INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2022 ADDRESS: 140 Hebron Ave Ste 100, Glastonbury CT 06033, United States DESCRIPTION: help clients choose the right medicare health plan that is in their best interest. INDEXED ANNUITIES POSITION: RR NATURE: To sell or service fixed indexed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 75 START DATE: 03/25/2025 ADDRESS: 140 Hebron Ave, Suite 100, Glastonbury CT 06033, United States DESCRIPTION: Offering the ability to sell or service indexed annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-09

Designations

Other Names

• Joe Dipasquale