Joel Dipersio

Current Employers

Employment History

• 04/2018 → 09/2019
  Next Financial Group, Inc.
  Houston, TX
• 07/2017 → 03/2018
  Kpm Group
  Ballston Spa, NY
• 09/2017 → 01/2018
  Massmutual
  Latham, NY
• 12/2016 → 07/2017
  Eden Advisory Services
  Loudonville, NY
• 05/2016 → 01/2017
  Northwestern Mutual
  Troy, NY
• 09/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
• 08/2014 → 12/2018
  University At Albany, Suny
  Albany, NY
• 06/2018 → 01/2022
  Mark Thomas Men's Apparel
  Colonie, NY
• 10/2018 → 09/2019
  15 Church Restaurant
  Saratoga Springs, NY
• 01/2020 → 11/2021
  Bank Of America N.A.
  Clifton Park, NY
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Latham, NY
• 08/2022 → Present
  Bank Of America, N.A.
  Latham, NY

Previous Registrations

• 2020-01-09 → 2021-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Clifton Park, NY

Other Businesses

I*1560281For profit or not for profit: Name of outside business organization: Leukemia & Lymphoma SocietyInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Fundraising for cancer researchI*433675For profit or not for profit: Entity For ProfitName of outside business organization: 15 Church RestaurantInvestment related: NAddress of business: Saratoga Springs, New York, 12866, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Employee"], Start date of relationship: 8/19/2023Number of hours devoted: 15 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Maitre D' at a fine dining restaurant.I*1808307Entity Charitable Name of OBA: Charity Motor ClubAddress: New York Mills, New York, 13417Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 04/29/2024No Hours: 0.5No Hours during trading: 0Duties: Their mission is to enhance the quality of life of children, adults, and their families who are affected by severe medical conditions such as Cancer & Leukemia. My responsibilities will strictly be those of a board member. I*433674 Entity Type: Entity For Profit Name of OBA: Mark Thomas Men's Apparel Address: Albany, New York, 12205 Investment Related: No Position, Title, Association: Employee Employee Start Date: 06/07/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Menswear retailer Sales Associate

Exams

• S66 Uniform Combined State Law Examination
  2020-01-03

Other Names

• Joel M Dipersio
• Joel Michael Dipersio