Best Investors Account Sign in

Joseph Paul Salomone

Nest Egg

Delafield, WI

Conshohocken, PA

Claim This Profile
Current Employers
Nest Egg

20 Ash Street Suite 300, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-01
WI RA APPROVED 2024-07-30
  • IL RA
    APPROVED
    Since 2024-08-01
  • WI RA
    APPROVED
    Since 2024-07-30

Branch Locations

Delafield, WI • United States

20 Ash Street Suite 300, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp Delafield WI 12/2010 01/2018
Lpl Financial Llc Delafield WI 01/2018 08/2019
Bankers' Bank Madison WI 08/2019 04/2024
Lpl Financial Llc Madison WI 08/2019 04/2024
Salomone Associates Llc Delafield WI 05/2024 Present
Nest Investments Llc Conshohocken PA 06/2024 Present
Nest Investments Bd Llc Conshohocken PA 06/2024 Present
  • 12/2010 → 01/2018
    Invest Financial Corp
    Delafield, WI
  • 01/2018 → 08/2019
    Delafield, WI
  • 08/2019 → 04/2024
    Bankers' Bank
    Madison, WI
  • 08/2019 → 04/2024
    Madison, WI
  • 05/2024 → Present
    Salomone Associates Llc
    Delafield, WI
  • 06/2024 → Present
    Nest Investments Llc
    Conshohocken, PA
  • 06/2024 → Present
    Nest Investments Bd Llc
    Conshohocken, PA
Previous Registrations
  • 2018-01-25 → 2024-05-16
    Delafield, WI
    Fort Mill, SC
    Madison, WI
  • 2010-12-09 → 2018-01-04
    Invest Financial Corporation
    Bakersfield, CA
    Bakersfield, CA
    Appleton, WI
    Shawnee, KS
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Moline, IL
    Detroit, MI
    Lansing, MI
    Grand Haven, MI
    Mount Pleasant, MI
    Auburn Hills, MI
    Okemos, MI
    Lansing, MI
    Lansing, MI
  • 2001-07-17 → 2010-12-10
    Cuna Brokerage Services, Inc.
    Madison, WI
    Madison, WI
Other Businesses

1. 05/01/2024- Salomone Associates LLC- Not Investment Related - Bank and credit union program and advisor consulting- 20 hours per week during security trading hours and 40-60 Hours Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1997-03-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1997-03-19

View on SEC IAPD

More in Delafield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor