Joseph Patrick Gallemore

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 06/2019
  Spire Investment Partners, Llc
  Mclean, VA
• 06/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2004-12-15 → 2019-06-07
  Spire Wealth Management, Llc
  Mclean, VA

Other Businesses

1. Argent Bridge Advisors;investment related;8045 Leesburg Pike,Ste 250,Vienna,Va 22182;financial advising & wealth management;director of research;6/2019;180 hrs/month;6.5 hrs during trading;research & maintain investments,client portfolio support,trading 2. ARGENT BRIDGE 2 BUSINESS ACCELERATION POSITION: Business Exit Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Will be consulting with business owners on how to grow business value, determine a structure or framework for selling their business, and begin planning work for that sale.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-14

Other Names

• Joe Gallemore