Inactive

Joshua Michael Joffe

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Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-06

NJ RA
APPROVED

Since 2026-03-06

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

290 West Mt Pleasant Ave Suite 1440-4, Livingston, NJ 07039 • 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
Altfest Personal Wealth Management	New York	NY	10/2013	04/2018
Revolve Wealth Partners, Llc	Hackensack	NJ	04/2018	03/2026
Savvy	Livingston	NJ	03/2026	Present

10/2013 → 04/2018

Altfest Personal Wealth Management

New York, NY
04/2018 → 03/2026

Revolve Wealth Partners, Llc

Hackensack, NJ
03/2026 → Present

Savvy

Livingston, NJ

Previous Registrations

2018-04-13 → 2026-03-19

Revolve Wealth Partners, Llc

Hackensack, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-04
S63	Uniform Securities Agent State Law Examination	2009-02-27

S65 Uniform Investment Adviser Law Examination

2014-02-04
S63 Uniform Securities Agent State Law Examination

2009-02-27

Designations

View on SEC IAPD

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