Joseph A Morelli

Current Employers

Employment History

• 06/1989 → Present
  Morelli & Asoc, Inc.
  Woodbridge, VA
• 09/1996 → Present
  Guardian Life Insurance Of America
  Woodbridge, VA
• 07/1999 → 04/2025
  Park Avenue Securities Llc
  Woodbridge, VA
• 09/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2009-07-22 → 2025-04-28
  Park Avenue Securities Llc
  Woodbridge, VA
  Woodbridge, VA

Other Businesses

Morelli & Associates, Inc.  Position: President, CEO with 50% ownership with spouse Nature: Tax Preperation & Planning, Marketing Investment Related: No Hours: 40 Securities Trading Hours: 2 Start Date: 7/30/1993 Address: 3182 Golansky Blvd, Suite 201 Woodbridge, VA 22192 Description: Tax preperation and planning. I plan to keep the Morelli & Associates, Inc (tax prep/planning) separate from any marketing of Lincoln products...2 separate businesses Joseph A Morelli Position: Agent, 100% Sole Proprietor Nature: Insurance Sales Investment Related: Yes Hours: 4 Securities Trading Hours: 1 Start Date: 12/1/1996 Address: 3182 Golansky Blvd. Suite 201 Woodbridge, VA 22192 Description: As a retired agent of Guardian servicing client contracts and conversions Joseph A & Kathryn M Morelli - Rental Property Position: Joint Owner with spouse Nature: Real Estate - Rental Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 6/5/2006 Address: 5213 Linden Drive Fredericksburg, VA 22407 Description: Coordinating collection of rents and repairs with property manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-25
• S63 Uniform Securities Agent State Law Examination
  1990-10-05

Other Names

• Joseph Anthony Morelli
• Joseph Anthony Morelli