Josh Emrah Minotta

Current Employers

Stage Wealth Management, Inc.

Somers, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-01-08

NY RA
APPROVED

Since 2026-01-08

Branch Locations

Somers, NY • 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

Organization	City	State	From	To
Stage Wealth Management, Inc.	Annarock	NY	01/2026	Present
North Shore Life & Health Agency Inc.	Westbury	NY	09/2023	Present
Trustifi	Melville	NY	05/2023	07/2023
Secured Parking Systems	Melville	NY	04/2021	Present
Long Island University	Brookville	NY	09/2020	04/2021
Shoprite	New Hyde Park	NY	11/2019	04/2020
Broadstreet Insurance Agency, Llc	Westbury	NY	03/2024	12/2025
New Hyde Park Memorial High School	New Hyde Park	NY	01/2016	11/2019
Unemployed	New Hyde Park	NY	04/2020	09/2020

01/2026 → Present

Stage Wealth Management, Inc.

Annarock, NY
09/2023 → Present

North Shore Life & Health Agency Inc.

Westbury, NY
05/2023 → 07/2023

Trustifi

Melville, NY
04/2021 → Present

Secured Parking Systems

Melville, NY
09/2020 → 04/2021

Long Island University

Brookville, NY
11/2019 → 04/2020

Shoprite

New Hyde Park, NY
03/2024 → 12/2025

Broadstreet Insurance Agency, Llc

Westbury, NY
01/2016 → 11/2019

New Hyde Park Memorial High School

New Hyde Park, NY
04/2020 → 09/2020

Unemployed

New Hyde Park, NY

Other Businesses

1) North Shore Life & Health Agency Inc.; Not Investment-Related; 82 Sunnyside Lane, Westbury, NY 11590; Life & Health Insurance Sales; Licensed Insurance Agent; Start Date 09/2023; Devotes approximately 4 hours/month; 4 hours are during securities trading hours; Duties include: operations for insurance;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-23

S65 Uniform Investment Adviser Law Examination

2025-10-23