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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-17
FL RA APPROVED 2025-06-05
  • OH RA
    APPROVED
    Since 2025-06-17
  • FL RA
    APPROVED
    Since 2025-06-05

Branch Locations

5700 1St Ave North, St. Petersburg, FL 33710 • 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Petersburg FL 02/2008 09/2021
J.P. Morgan Securities Llc St Pete Beach FL 10/2012 09/2021
Premier Bank Defiance OH 09/2021 06/2025
Lpl Financial Llc Defiance OH 03/2022 06/2025
Osaic Wealth Inc St Petersburg FL 06/2025 Present
  • 02/2008 → 09/2021
    Jpmorgan Chase Bank Na
    Petersburg, FL
  • 10/2012 → 09/2021
    J.P. Morgan Securities Llc
    St Pete Beach, FL
  • 09/2021 → 06/2025
    Premier Bank
    Defiance, OH
  • 03/2022 → 06/2025
    Defiance, OH
  • 06/2025 → Present
    St Petersburg, FL
Previous Registrations
Other Businesses

1) 3/2022- Premier Wealth Financial Service- DBA for LPL Business (entity for LPL business)- inv. related- Registered Admin 2) 06/06/2022 - Premier Bank-Trust - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date - 05/31/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 3) 3/20/2023 - Premier Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date - 03/15/2023 - 2 Hours Per Month/0 Hours During Securities Trading 4) LICENSED POSITION: Advisor/Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2022 ADDRESS: 601 Clinton St, Defiance OH 43512, United States DESCRIPTION: Discuss Life Insurance, and annuities with clients and find a solution that best fits their needs. 5) JOSEPH BELCASTRO POSITION: Advisor/Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2022 ADDRESS: 601 Clinton St, Defiance OH 43512, United States DESCRIPTION: Insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-28
S63 Uniform Securities Agent State Law Examination 2021-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-02-28
  • S63 Uniform Securities Agent State Law Examination
    2021-06-09
Other Names
  • Joseph A Becastro

View on SEC IAPD

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