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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-18
TX RA APPROVED 2025-07-18
  • PA RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED
    Since 2025-07-18

Branch Locations

1251 Waterfront Place, Suite 525, Pittsburgh, PA 15222 • United States

858 Camp Street, New Orleans, LA 70130 • 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
OrganizationCityStateFromTo
Axios Advisory Group Ltd Wexford PA 12/1994 07/2025
Capfinancial Securities, Llc Raleigh NC 09/2015 09/2017
Pensionmark Financial Group, Llc Dba/ Axios Advisory Group Santa Barbara CA 09/2015 07/2025
Pensionmark Securities, Llc Wexford PA 09/2017 07/2025
Newedge Securities Llc Pittsburgh PA 07/2025 Present
Newedge Advisors New Orleans LA 07/2025 Present
  • 12/1994 → 07/2025
    Axios Advisory Group Ltd
    Wexford, PA
  • 09/2015 → 09/2017
    Capfinancial Securities, Llc
    Raleigh, NC
  • 09/2015 → 07/2025
    Pensionmark Financial Group, Llc Dba/ Axios Advisory Group
    Santa Barbara, CA
  • 09/2017 → 07/2025
    Pensionmark Securities, Llc
    Wexford, PA
  • 07/2025 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 07/2025 → Present
    New Orleans, LA
Previous Registrations
  • 2015-09-17 → 2025-07-09
    Wexford, PA
    Lincroft, NJ
  • 2014-07-02 → 2015-09-28
    Wexford, PA
    Scottsdale, AZ
  • 2009-07-31 → 2014-06-30
    Kestra Investment Services, Llc
    Scottsdale, AZ
    Warrendale, PA
    Wexford, PA
  • 1996-01-02 → 2004-11-23
    Apb Financial Group Ltd
    Warrendale, PA
Other Businesses

(1)AMERICAN PENSION BENEFITS; NON INVESTMENT RELATED; 115 VIP DRIVE, SUITE 120, WEXFORD, PA 15090; Retirement Plan Administration; Partner; 12/1994; 2 HRS MONTH; 0 HRS MONTH; Consult on business operations. (2) AXIOS ADVISORY GROUP, Ltd.; INVESTMENT RELATED; 115 VIP DRIVE, SUITE 120, WEXFORD, PA 15090; NON VARIABLE INSURANCE AND INVESTMENT ADVISORY; MANAGING DIRECTOR/AGENT; 12/1994; 160 HRS MONTH; 160 HRS MONTH; Oversee business operations Sales and service or advisory services. This work is branded as Pensionmark, not axios.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-30
S63 Uniform Securities Agent State Law Examination 1993-06-28
  • S65 Uniform Investment Adviser Law Examination
    2009-07-30
  • S63 Uniform Securities Agent State Law Examination
    1993-06-28
Other Names
  • Mero Joseph Capo
  • Mero Joseph Capo
  • Mero Joseph Capo

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