Joseph Anthony Forlenza

Current Employers

Employment History

• 01/1991 → Present
  Joseph A. Forlenza Cpa
  San Diego, CA
• 03/2009 → 04/2019
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 04/2019 → 05/2023
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 04/2019 → Present
  Skycity Advisors, Llc
  San Diego, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-01-29 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  San Diego, CA
• 2019-04-22 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  San Diego, CA
• 2009-03-09 → 2019-04-23
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA
• 2001-03-09 → 2009-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA

Other Businesses

2. Name of Outside Business or Organization: California Society of CPA's Education Foundation Address: 1710 Gilbreth Road, Burlingame, CA 94010 Title: President Description of Outside Business Organization: Non-profit organization that provides education to CPAs Description of Duties or Responsibilities: Running board meetings, talking to members about the education foundation, and working with the Board of Trustees to execute the mission of delivering high-quality professional education to CPA's. Start Date: 07/03/2019 Hours Devoted to OBA Monthly: 0 during trading hours/ 10 during non-trading hours 3. Name of Outside Business or Organization: The University of San Diego Address: 5998 Alcala Park, San Diego, CA 92110 Title: Adjunct Professor Description of Outside Business or Organization: Private University Description of Duties or Responsibilities: Teaching the fundamentals of financial planning Start Date: 01/03/2012 Hours Devoted to OBA Monthly: 0 during trading hours/10 during non-trading hours 4. Name of Outside Business or Organization: Landlord Address: Private Residence Title: Owner Description of Outside Business or Organization: Real estate rental Description of Duties or Responsibilities: General rental management duties Start Date: 06/01/2011 Hours Devoted to OBA Monthly: 0 during trading hours/3 during non-trading hours 5. Name of Outside Business or Organization: Joseph A. Forlenza, CPA Address: 185 WF Street, Suite 100, San Diego, CA 92101 Title: Owner Description of Outside Business or Organization: Tax preparation service Description of Duties or Responsibilities: Tax preparation Start Date: 01/10/2010 Hours Devoted to OBA Monthly: 0 during trading hours/10 during non-trading hours 6. Volunteer Work Mr. Forlenza also participates in the following non-compensated volunteer work: 7. Name of Outside Business or Organization: CalCPA Address: 1710 Gilbreth Road, Burlingame, CA 94010 Title: Vice President Description of Outside Business or Organization: Professional Association Description of Duties or Responsibilities: Meeting attendance (3 annually) Start Date: 06/01/2018 Hours Devoted to OBA Monthly: 0 during trading hours/10 during non-trading 8. Insurance Agent - Joseph A. Forlenza has been licensed as an insurance agent in the state of California since 2013, soliciting, offering and selling fixed life and long-term care insurance products (CA Department of Insurance License # 0D25046). He will receive separate, yet customary, commission compensation resulting from the purchases and sales of life-only, accident and health, and variable contracts on behalf of investment advisory clients, from the firms with whom he is presently appointed and with whom he may become appointed in the future. Mr. Forlenza will also receive other compensation, including bonuses and trail commissions from the products. Mr. Forlenza spends less than 3 hours a month on this activity (generally outside of trading hours). 9. DESIGNATIONS: Certified Public Accountant (CPA®) Certified Financial Planner (CFP®) Accredited Portfolio Management AdvisorSM (APMA®) 10. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: SKYCITY ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22

Designations

Other Names

• Joe Forlenza