Joseph Anthony Filipone

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-01-24

NJ RA
APPROVED

Since 2025-01-24

Branch Locations

Medford, NJ • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Medford	NJ	07/2012	01/2025
Osaic Wealth, Inc.	Medford	NJ	01/2025	Present

07/2012 → 01/2025

Lincoln Financial Advisors Corporation

Medford, NJ
01/2025 → Present

Osaic Wealth, Inc.

Medford, NJ

Previous Registrations

2021-07-23 → 2025-01-24

Osaic Fa, Inc.

Fort Wayne, IN

Medford, NJ

Philadelphia, PA

Riverdale, MD

Medford, NJ

Medford, NJ

Fort Wayne, IN

Medford, NJ

Other Businesses

JOSEPH FILLIPONE DBA FREEDOM FINANCIAL GROUP LLC MEDFORD NJ 08055 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: ENITITY USED FOR BUSINESS EXPENCES AND OFFEREING FIXED ANNUITITES, FIXED INDEXED ANNUITITES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 09/04/2024 HOURS PER MONTH DURING TRADING HOURS: 160

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-07-26

S63 Uniform Securities Agent State Law Examination

2007-07-26

Designations

Other Names

Joseph A Filipone

View on SEC IAPD