Joseph John Spinelli

Current Employers

Employment History

• 01/1995 → Present
  Spinelli Financial Services
  Emerson, NJ
• 10/2005 → 01/2024
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2006 → 01/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Lpl Financial Llc
  Ridgewood, NJ
• 11/2024 → Present
  The Lanza Financial Group
  Ridgewood, NJ

Previous Registrations

• 2006-09-11 → 2024-01-05
  Cetera Investment Advisers Llc
  Saddle Brook, NJ
  Emerson, NJ

Other Businesses

1) 01/03/2024 - Spinelli Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:03/20/1982 - 80 Hrs/Mth - 3 Hrs During Trading. 2) 01/03/2024 - NVI Property and Casualty - Non-Variable Insurance - At reported business location(s) - Investment related - Start date: 12/11/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 01/03/2024 - Lanza Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:12/11/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 06/24/2025 - Vision Retirement LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:11/15/2024 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-09
• S63 Uniform Securities Agent State Law Examination
  1995-05-15