Joseph Daniel Narcisco Venegas

Current Employers

Jdv Wealth Advisors, Llc

Goodrich, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2014-01-09

MI RA
APPROVED

Since 2014-01-09

Branch Locations

Goodrich, MI • 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
Jdv Wealth Advisors, Llc	Grand Blanc	MI	12/2013	Present

12/2013 → Present

Jdv Wealth Advisors, Llc

Grand Blanc, MI

Previous Registrations

2011-05-06 → 2013-12-31

Cambridge Investment Research Advisors, Inc.

Clio, MI
2010-03-19 → 2011-06-13

Lpl Financial Llc

Fort Mill, SC

Flint, MI
2008-03-12 → 2010-02-03

Chase Investment Services Corp.

Burton, MI

Flint, MI

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES - APPROXIMATELY 30 HOURS PER WEEK. 2) TAX PREPARATION SERVICES - APPROXIMATELY 5 TO 10 HOURS PER WEEK DURING TAX SEASON. 3) CONSTRUCTION SERVICES - APPROXIMATELY 5 TO 10 HOURS PER MONTH. 4) HIGH SCHOOL FOOTBALL COACH - APPROX 10 TO 15 HOURS PER MONTH (5 DURING MARKET HOURS) - NON-INVESTMENT RELATED - START DATE 05/2018 - BURTON, MI 4) GLADIATORS BASEBALL - NON INVESTMENT RELATED - HEAD COACH - START DATE: 08/2019 - APPROXIMATELY 4 HOURS PER WEEK.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-05-30

S66 Uniform Combined State Law Examination

2006-05-30

Other Names

Joseph Venegas
Joe Venegas

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