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Joseph Thomas Depatie

Diastole Wealth Management

Guilford, CT

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Current Employers
Diastole Wealth Management

58 Boston Street, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-08-12
  • CT RA
    APPROVED
    Since 2025-08-12

Branch Locations

58 Boston Street, Guilford, CT 06437 • 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
Baltimore-Washington Financial Advisors, Inc. Columbia MD 08/2016 02/2019
Baltimore-Washington Financial Advisors Columbia MD 02/2019 07/2025
Diastole Wealth Management Guilford CT 08/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-03
  • S65 Uniform Investment Adviser Law Examination
    2015-04-03
Designations

View on SEC IAPD

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