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Joseph Anthony Piela

Sax Wealth Advisors, LLC

Parsippany, NJ

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-02-23
  • NJ RA
    APPROVED
    Since 2016-02-23

Branch Locations

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc Parsippany NJ 01/2016 01/2018
Joseph Piela Agency, Llc Fair Lawn NJ 06/2007 07/2017
Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc Parsippany NJ 01/2018 01/2022
Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc Parsippany NJ 01/2022 Present
  • 01/2016 → 01/2018
    Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc
    Parsippany, NJ
  • 06/2007 → 07/2017
    Joseph Piela Agency, Llc
    Fair Lawn, NJ
  • 01/2018 → 01/2022
    Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc
    Parsippany, NJ
  • 01/2022 → Present
    Sax Wealth Advisors, Llc F/K/A Smf Financial Advisors, Llc
    Parsippany, NJ
Previous Registrations
  • 2011-05-24 → 2016-01-11
    Securian Financial Services, Inc.
    Parsippany, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-22
  • S66 Uniform Combined State Law Examination
    2011-05-22
Designations

View on SEC IAPD

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