Joe Anthony Solan

Current Employers

Employment History

• 07/2011 → Present
  Prepsta, Inc.
  Suffern, NY
• 05/2016 → 07/2017
  The Confluent Group, Llc
  Montebello, NY
• 07/2017 → Present
  4Sight Advisors Llc
  Suffern, NY
• 01/2017 → 08/2020
  Residential Home Funding
  White Plains, NY
• 08/2020 → 12/2023
  Realfi Home Funding
  White Plains, NY
• 01/2024 → 03/2025
  Reliant Home Funding
  Melville, NY

Previous Registrations

• 2016-05-17 → 2017-08-07
  The Confluent Group, Llc
  Montebello, NY
  Pacific Palisades, CA
• 2014-05-29 → 2016-05-04
  Wells Fargo Clearing Services, Llc
  Paramus, NJ

Other Businesses

1. PREPSTA INC.; NOT INVESTMENT RELATED; MONTEBELLO, NY; COMPANY DEVELOPS EDUCATIONAL APPS, 60% OWNERSHIP WITH SPOUSE; FOUNDER/CEO, START DATE = 08/1/2011, 10 HOURS DEVOTED PER MONTH; 0 DURING TRADING HOURS; DUTIES INVOLVE MARKETING THE APP TO EDUCATION NON-PROFITS ON WEEKENDS OR AT NIGHTS AND MONITOR SALES IN APP STORES. 2. POWER OF ATTORNEY FOR COUSIN; INV. RELATED; SUFFERN, NY; START DATE 10/9/2014; 0 HRS PER MONTH. 3. I serve as an unpaid board member on two non-profit organizations: -Naomi's Program of Excellence (currently Treasurer with responsibility limited to paying bills approved by President or VP) -Martin Luther King Multipurpose Center (member of Fundraising and Finance Committees) 4. Joe Anthony Solan - Producer - Independent Insurance Agent - 2 Vivian Place, Suffern, NY 10901 - Sell life/accident/health insurance to clients in states in which I am licensed - Business Started: 2019-03-19 - Hours devoted to business during trading hours: 6 - Hours devoted to business outside trading hours: 4; - Expected total yearly compensation derived from the business: 20%.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-28
• S63 Uniform Securities Agent State Law Examination
  1997-10-20

Other Names

• Joe Anthony Solan
• Joe Solan