Joseph W Petry

Current Employers

Employment History

• 05/2017 → 07/2024
  Ausdal Financial Partners, Inc
  Davenport, IA
• 06/2016 → 07/2024
  Cpr Investments
  Rochester, MI
• 06/2016 → 07/2024
  Cpr Financial Group Llc
  Rochester, MI
• 07/2024 → Present
  Discipline Wealth Solutions, Inc.
  Greenville, SC
• 07/2008 → Present
  Petry Financial Services
  Latham, NY
• 10/2024 → Present
  Ibn Financial Services, Inc.
  Liverpool, NY

Previous Registrations

• 2020-05-08 → 2024-07-30
  Cpr Investments Inc
  Latham, NY
  Rochester, MI

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED, LATHAM, NY, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS RENTAL PROPERTY; NON-INVESTMENT RELATED; WATERVILET, NY; OWNER; ACTIVITY BEGAN IN 2013; RENT AND MANAGE DUPLEX; COMPENSATION IS RENT. MEDICARE BACKOFFICE; NON INVESTMENT RELATED; LATHAM, NY; MEDICARE; AGENT; ACTIVITY BEGAN 08/2020; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; REFER CLIENTS TO MEDICARE 800# FOR A REFERRAL FEE. FREELANCE ACTOR; NON INVESTMENT RELATED; VARIOUS FILMING LOCATIONS; FREELANCE ACTOR; ACTIVITY BEGAN IN OCT 2021; I DEVOTE APPX 4 HOURS PER MONTH TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; BACKGROUND ACTING. IBN FINANCIAL SERVICES, INC. INVESTMENT RELATED; LATHAM, NEW YORK, BROKER-DEALER; REGISTERED REPRESENTATIVE; STARTED 2024; SPENDS APPROXIMATELY 50% OF TIME ON ACTIVITY INCLUDING DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-08
• S63 Uniform Securities Agent State Law Examination
  2008-08-29

Other Names

• Joseph William Petry