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John Antonio Palmieri

Aviso Wealth Management

Warren, PA

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Current Employers
Aviso Wealth Management

11900 Ne 1St St Suite 300, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-18
  • PA RA
    APPROVED
    Since 2025-03-18

Branch Locations

224 Liberty Street, Suite B, Warren, PA 16365 • 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
Lpl Financial, Llc Warren PA 03/2016 03/2025
Gladstone Wealth Partners Warren PA 03/2016 Present
Osaic Warren PA 03/2025 Present
Previous Registrations
Other Businesses

1. PALMIERI FINANCIAL GROUP POSITION: Insurance Sales Rep NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 315 2nd Avenue, #805, Warren PA 16365, United States DESCRIPTION: I do business under my DBA Palmieri Financial Group as sole prop selling fixed annuities, Medicare and Healthcare, and Property coverage for collectibles through various strategic partners 2. JOHN PALMIERI (EBAY) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 24 Greenbriar Circle, Russell PA 16345, United States DESCRIPTION: I buy and sell items on eBay. 3. AVISO WEALTH MANAGEMENT POSITION: Independent Contractor NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/17/2025 ADDRESS: 227 Point Township Dr, Northumberland PA 17857 DESCRIPTION: I will be using Aviso Wealth Management to conduct my advisory business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-10
S63 Uniform Securities Agent State Law Examination 2000-02-28
  • S65 Uniform Investment Adviser Law Examination
    2001-04-10
  • S63 Uniform Securities Agent State Law Examination
    2000-02-28
Designations

View on SEC IAPD

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