Joshua A Vilardi

Current Employers

Employment History

• 08/2014 → 07/2023
  Raymond James And Associates
  Trinity, FL
• 07/2023 → Present
  Osaic Wealth, Inc.
  Spring Hill, FL

Previous Registrations

• 2014-08-12 → 2023-08-09
  Raymond James & Associates, Inc.
  Trinity, FL
• 2009-02-11 → 2014-08-04
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL
  Land O'LAkes, FL
  Tampa, FL
• 2005-05-09 → 2009-02-19
  Citigroup Global Markets Inc.
  Port Richey, FL
  Port Richey, FL
• 2004-09-30 → 2005-05-10
  Truist Investment Services, Inc.
  Port Richey, FL

Other Businesses

1. VILARDI WEALTH MANAGEMENT POSITION: President/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 05/03/2023 ADDRESS: 3622 Galileo Drive Ste 103, Trinity FL 34655, United States DESCRIPTION: Solicit and sell securities investments to clients. Create reports and scheduled reviews with clients 2. VENSURE HR POSITION: none NATURE: They are an HR service company that engages in HR, payroll, health insurance, wormens comp, etc INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2023 ADDRESS: 3501 E. Frontage Road, Ste. 350, Tampa FL 33607, United States DESCRIPTION: I have no duties with the company. We share referrals for business owners. Should a business decide to hire Vensure. Vensure pays me a 20% commission. 3. VILARDI WEALTH MANAGEMENT-INSURANCE POSITION: President/owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 16 START DATE: 05/03/2023 ADDRESS: 3622 Galileo Drive Ste 103, Trinity FL 34655, United States DESCRIPTION: Solicit and sell insurance products including, Life and all lines of annuities 4. VILARDI FINANCIAL CENTER POSITION: Co-Owner NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/24/2023 ADDRESS: 3622 Galileo Drive Ste 101, Trinity FL 34655, United States DESCRIPTION: Originally, it was a name for a website that links our partners together under one point of contact. No revenue is generated for this company. It's just a name for advertising that links Vilardi Wealth managements website www.vilwm.com. Currently Vilardi Financial Center has become its own LLC (effective January 22,2024) with its own office location, phone and address apart from Vilardi Wealth Management. 5. VILARDI ACCOUNTING GROUP POSITION: minor owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3622 GALILEO DR, 103, NEW PORT RICHEY FL 34655-1790, United States DESCRIPTION: We are opening a tax preparation service owned by my son. other than a 15% ownership in the company. I have no duties or am paid from the LLC

Exams

• S66 Uniform Combined State Law Examination
  2004-09-22
• S63 Uniform Securities Agent State Law Examination
  2003-10-31

Other Names

• Josh Vilardi