Joseph Purpura

Current Employers

Employment History

• 09/2005 → 09/2025
  Avantax Investment Services, Inc
  Woodbury, NY
• 09/2013 → Present
  Driven Local Llc
  Melville, NY
• 01/2006 → Present
  Joseph S Purpura, Llc
  Centerport, NY
• 04/2006 → 09/2025
  Avantax Advisory Services
  Woodbury, NY
• 09/2023 → Present
  Tax Intelligent Wealth, Llc
  Levittown, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Levittown, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-04-13 → 2025-09-05
  Avantax Advisory Services
  Levittown, NY

Other Businesses

1) Joseph S. Purpura, LLC 29 Forest Drive~Centerport~NY~11721~Tax Preparation/Accounting~Tax Preparation/Accounting~1/16/2006~80hrs~80hrs~Officer/Principal 2) Purpura CPA 675 W. Jericho Turnpike~Huntington~NY~11743~Tax Preparation/Accounting~Tax Preparation/Accounting~12/15/2010~10hrs~10hrs~Management,Accountant 3) Joseph S. Purpura CPA, P.C. 7600 Jericho Tpke~Woodbury~NY~11797~Accounting Services/Tax Preparation~Owner~5/1/2019~5hrs~5hrs~Providing Tax and accounting Services. 100% of my time| 4) TAX INTELLIGENT WEALTH, LLC POSITION: Member NATURE: Company provides general accounting(Bookkeeping, Non Attest Engagement)tax consulting, tax preparation, and wealth management, financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/12/2023 ADDRESS: 3601 Hempstead Tpke, Ste 200, Levittown NY 11756, United States DESCRIPTION: As the sole owner of the company:1) Tax and Wealth Management2)Operations Management3)Sales

Exams

• S66 Uniform Combined State Law Examination
  2005-11-29

Designations