Joseph Peter Hatfield

Current Employers

Employment History

• 04/2016 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 04/2016 → Present
  Community Bank
  Oneida, NY
• 02/2018 → Present
  Lpl Financial Llc
  Oneida, NY
• 07/2021 → Present
  Lpl Financial Llc
  Naples, FL

Previous Registrations

• 2016-04-22 → 2018-02-20
  Invest Financial Corporation
  Oneida, NY
  Oneida, NY
  Syracuse, NY
  Appleton, WI
• 2015-03-25 → 2016-04-22
  Oneida Wealth Management, Inc.
  Rome, NY
  Syracuse, NY
  Oneida, NY
• 2007-08-31 → 2014-10-02
  Cadaret, Grant & Co., Inc.
  North Syracuse, NY
  Rome, NY
• 2006-08-11 → 2007-06-05
  Citigroup Global Markets Inc.
  Skaneateles, NY
• 2004-10-11 → 2006-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Syracuse, NY
  Syracuse, NY

Other Businesses

1. 02/14/2018 - Community Investment Services Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 4/20/2016 - Fixed annuity, term life, ltc, whole life, disability. 3. 4/18/2018 - OneGroup Retirement Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/11/2018 - 160 Hours Per Month During Securities Trading. 4) 03/10/2025 - OneGroup Retirement Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/19/2018 - 800 Hrs/Mth - 800 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-08

Other Names

• Joseph Hatfield