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11900 Ne 1St St Suite 300, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-18 |
Branch Locations
224 Liberty Street, Suite B, Warren, PA 16365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Warren | PA | 03/2016 | 03/2025 |
| Gladstone Wealth Partners | Warren | PA | 03/2016 | Present |
| Osaic | Warren | PA | 03/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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