Joseph Anthony Passaniti

Current Employers

Employment History

• 03/2014 → 05/2018
  Country Bank
  New York, NY
• 01/2007 → 10/2023
  Jp Accounting & Tax Cpa, Pllc
  Ossining, NY
• 07/2015 → 11/2019
  Djp Capital Advisors Llc
  Ossining, NY
• 06/2018 → Present
  Hudson Financial Services, Inc.
  Briarcliff Manor, NY
• 07/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: HUDSON FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2018 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DIRECTOR, TAX AND FINANCIAL PLANNING 2. NAME OF OTHER BUSINESS: THE JESSE A. COLLYER, JR. YOUTH SPORTS LEAGUES OF OSSINING, INC. ; INVESTMENT RELATED: NO; ADDRESS: P O BOX 111 MARYKNOLL NY 10562 ; NATURE OF BUSINESS: NON PROFIT ; START DATE: 1/2022 ; POSITION/TITLE/RELATIONSHIP: TREASURER/BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK:1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: MAKE DEPOSITS, PAYMENTS FOR LITTLE LEAGUE, REC AND TRAVEL TEAMS, PREPARE REPORTS AND FILE TAX RETURNS ; 3. NAME OF OTHER BUSINESS: HUDSON TAX SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: VICE- PRESIDENT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: MANAGE OPERATIONS OF TAX PREPARATION AND PLANNING FOR INDIVIDUAL AND CORPORATE CLIENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-17
• S65 Uniform Investment Adviser Law Examination
  2015-07-11