Joseph Peter Casale

Current Employers

Sagamore Wealth Management, Llc

400 Trade Center Suite 5900, Woburn, MA 01801 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2016-06-13
TX	RA	APPROVED_RES	2016-04-18
MA	RA	APPROVED	2011-06-28

NH RA
APPROVED

Since 2016-06-13
TX RA
APPROVED_RES

Since 2016-04-18
MA RA
APPROVED

Since 2011-06-28

Branch Locations

400 Trade Center Suite 5900, Woburn, MA 01801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ids Life Insurance Company	Boston	MA	06/2004	Present
Sagamore Wealth Management, Llc	Winchester	MA	02/2011	Present
Coleman Manufacturing	Everett	MA	01/2021	Present

06/2004 → Present

Ids Life Insurance Company

Boston, MA
02/2011 → Present

Sagamore Wealth Management, Llc

Winchester, MA
01/2021 → Present

Coleman Manufacturing

Everett, MA

Previous Registrations

2010-05-19 → 2011-06-30

Ameriprise Financial Services, Llc

Winchester, MA

Boston, MA

Boston, MA

Other Businesses

1. INDEPENDENT INSURANCE BROKER, HRS 1-4 2. Coleman Manufacturing; Investment related: No; Location: 48 Waters Ave Everett MA 02149 USA; Position Title: Manager; Responsibilities Duties: Manager of a wholesale distribution company; Start date: 2021-01-01; Hours per month during trading hours: 40; Hours per month outside trading hours: 40.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-09-02

S66 Uniform Combined State Law Examination

2004-09-02

Other Names

Joesph Peter Casale

View on SEC IAPD