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Joseph Michael Bonaccorsy

Core Fiduciary Advisors

Alexandria, VA

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Current Employers
Core Fiduciary Advisors

2800 Eisenhower Ave. Suite 220, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2011-10-12
  • VA RA
    APPROVED
    Since 2011-10-12

Branch Locations

2800 Eisenhower Ave. Suite 220, Alexandria, VA 22314 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Advisory, Llc Alexandria VA 01/2005 Present
  • 01/2005 → Present
    Core Advisory, Llc
    Alexandria, VA
Previous Registrations
  • 2005-06-09 → 2010-12-31
    Core Fiduciary Advisors
    Alexandria, VA
  • 2002-05-13 → 2004-12-31
    First Montauk Securities Corp.
    Alexandria, VA
Other Businesses

LICENSED TO SELL VARIOUS INSURANCE PRODUCTS, INDEPENDENT INSURANCE AGENT, CORE WEALTH ADVISORS, LLC, INVESTMENT-RELATED, 2800 EISENHOWER AVE, SUITE 220, ALEXANDRIA, VA 22314. APPROXIMATELY 80% OF TIME IS SPENT ON INSURANCE ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-09
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S65 Uniform Investment Adviser Law Examination
    2001-08-09
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04
Designations

View on SEC IAPD

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Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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