Joseph Mascioli

Current Employers

Employment History

• 06/2016 → 01/2017
  Transamerica Investors Securities Corporation
  Denver, CO
• 01/2017 → 04/2019
  Transamerica Capital, Inc.
  Denver, CO
• 05/2019 → 02/2022
  Edward Jones
  St.LOuis, MO
• 01/2022 → 09/2023
  Centennial State Wealth Advisors
  Centennial, CO
• 01/2022 → 09/2023
  Raymond James Financial Services, Inc.
  Centennial, CO
• 01/2022 → 09/2023
  Raymond James Financial Services Advisors, Inc.
  Centennial, CO
• 09/2023 → Present
  Cross State Financial Group Llc
  Albuqueque, NM
• 09/2023 → Present
  Joseph Mascioli, Sole Proprietor
  Denver, CO
• 01/2025 → Present
  Berenz Wealth Management, Llc
  Littleton, CO
• 01/2026 → Present
  Berenz Tax Inc.
  Littleton, CO

Previous Registrations

• 2022-01-31 → 2023-09-01
  Raymond James Financial Services Advisors, Inc
  Centennial, CO
  Centennial, CO
• 2019-05-30 → 2022-02-01
  Edward Jones
  Littleton, CO
  St Louis, MO
  Littleton, CO
• 2010-05-03 → 2010-10-08
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

(1) Joseph Mascioli, Sole Proprietor; Yes; Denver, CO; Insurance Sales; Insurance Agent; 09/2023; 10/ HRS MO; 10/ HRS MO (2) Cross State Financial Group, LLC; Yes; Albuquerque, NM; RIA; Investment Advisor Representative; 09/2023; 120/ HRS MO; 120/ HRS MO (3) Berenz Wealth Management, LLC; Yes; 2 W. Dry Creek Cir., Ste 100, Littleton, CO; IAR/Admin; 01/2025; 16 HRS/MO; 16 HRS/MO during trading; model investment allocation & trading, administrative in nature. (4) Berenz Tax Inc.; No; Littleton, CO; Tax Prep Services; Tax Preparer; 01/2026; 16/ HRS MO; 16/ HRS MO

Exams

• S66 Uniform Combined State Law Examination
  2019-05-29
• S63 Uniform Securities Agent State Law Examination
  2003-10-02

Other Names

• Joseph Mascioli
• Joseph A Mascioli
• Joseph Anthony Mascioli