Joseph Valenza

Current Employers

Employment History

• 12/2015 → 08/2022
  Cpa Financial Group, Llc
  Philadelphia, PA
• 12/2015 → 09/2022
  Commonwealth Financial Network
  Conshohocken, PA
• 09/2022 → 11/2023
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Conshohocken,, PA
• 09/2022 → 01/2023
  Apw Capital, Inc.
  Rockaway, NJ
• 02/2023 → 09/2025
  Dai Securities, Llc
  Atlanta, GA
• 11/2023 → 10/2025
  Prosperity - An Eisneramper Company
  Philadelphia, PA
• 11/2025 → 01/2026
  Unemployed
  Sunrise, FL
• 02/2026 → Present
  Lpl Financial Llc
  Ft. Lauderdale, FL
• 02/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 02/2026 → Present
  Hub International Investment Services
  Austin, TX

Previous Registrations

• 2023-11-15 → 2025-10-24
  Prosperity - An Eisneramper Company
  Sunrise, FL
  Owings Mills, MD
  Philadelphia, PA
• 2022-09-01 → 2023-11-15
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
  Philadelphia, PA
• 2016-07-05 → 2022-09-12
  Commonwealth Financial Network
  Merchantville, NJ
  Phiadelphia, PA

Other Businesses

1. 1/2026 - Rental Property - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Abington PA 19001 - OBA Start Date: 12/30/2016 2. 1/2026 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/3/2026 3. 1/2026 - HUB International - Outside/W-2 Employment - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Ft Lauderdale FL 33334 - OBA Start Date: 01/26/2026 4. 02/25/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/26/2026 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 03/04/2026 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 01/26/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2013-11-30

Other Names

• Joseph Valenza
• Joe Valenza
• Joseph Francis Valenza