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4635 Van Dyke Road, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-27 |
| TX | RA | APPROVED | 2020-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dipaolo Financial Group | Tampa | FL | 07/2015 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2015 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 08/2020 |
| Dipaolo Financial Group, Inc. | Tampa | FL | 11/2007 | Present |
| Dipaolo Financial Group | Tampa | FL | 11/2007 | 11/2022 |
DIPAOLO FINANCIAL GROUP IS AN INSURANCE AGENCY REGISTERED IN THE STATE OF FLORIDA. I AM AN OWNER AND THE OPERATOR OF THE BUSINESS AND SPEND APPROXIMATELY 80 HOURS A MONTH ON THIS BUSINESS. MY DUTIES ARE TO EXPLAIN ANNUITIES AND LIFE INSURANCE TO PROSPECTS AND INCORPORATE THEM INTO FINANCIAL PLANS. MY DUTIES ALSO INCLUDE SERVING THE CLIENTS. SOCIETY FOR FINANCIAL AWARENESS (SOFA) - 3914 MURPHY CANYON RD. SUITE A125, SAN DIEGO, CA 92123 - NON-PROFIT PUBLIC BENEFIT CORPORATION - NORTH TAMPA CHAPTER PRESIDENT - MEMBER OF THE CHAPTER - START DATE 1/1/2018 - NON INVESTMENT-RELATED - SPEND 3 HOURS PER MONTH. JOSEPH LAURIA DIPAOLO IS THE CEO FOR ADVISORS CHOICE LENDING, INC, A MORTGAGE LENDER. HIS RESPONSIBILITIES INCLUDE THE MANAGEMENT OF THE BUSINESS. NO TIME IS SPENT ON THIS ACTIVITY DURING TRADING HOURS. 120 HOURS A MONTH ARE SPENT ON THIS ACTIVITY OUTSIDE OF TRADING HOURS. 10% OF HIS YEARLY INCOME COMES FROM THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-15 |
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