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Joseph Lauria Dipaolo

Dipaolo Financial Group, Inc.

Lutz, FL

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Current Employers
Dipaolo Financial Group, Inc.

4635 Van Dyke Road, Lutz, FL 33558 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-08-27
TX RA APPROVED 2020-08-27
  • FL RA
    APPROVED
    Since 2020-08-27
  • TX RA
    APPROVED
    Since 2020-08-27

Branch Locations

4635 Van Dyke Road, Lutz, FL 33558 • 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
OrganizationCityStateFromTo
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
  • 07/2015 → Present
    Dipaolo Financial Group
    Tampa, FL
  • 07/2015 → 04/2019
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 04/2019 → 08/2020
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 11/2007 → Present
    Tampa, FL
  • 11/2007 → 11/2022
    Dipaolo Financial Group
    Tampa, FL
Previous Registrations
  • 2019-04-30 → 2020-09-25
    Lutz, FL
    Tampa, FL
  • 2015-07-29 → 2019-05-01
    Global Financial Private Capital, Inc.
    Tampa, FL
    Tampa, FL
    Sarasota, FL
    St. Petersburg, FL
    Tampa, FL
    Lutz, FL
  • 2011-03-31 → 2015-07-16
    Dipaolo Financial Group, Inc.
    Tampa, FL
  • 2011-03-31 → 2013-12-31
    Dipaolo Financial Group, Inc.
    Tampa, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-15
  • S65 Uniform Investment Adviser Law Examination
    2010-12-15
Designations
Other Names
  • Joseph Dipaolo

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