Joseph Gerard Pometto

Current Employers

Employment History

• 12/2023 → 01/2025
  Suitedynamics
  Madison, WI
• 09/2008 → 04/2025
  Mwa Financial Services, Inc.
  Rock Island, IL
• 03/2008 → 04/2025
  Amplified Music Productions
  Ames, IA
• 03/2022 → 11/2023
  Anchor Group
  Sun Prairie, WI
• 04/2020 → 03/2022
  Wenger Construction
  Campbellsport, WI
• 11/2018 → 04/2020
  Lift Consulting
  Madison, WI
• 04/2018 → 03/2025
  Selle Financial
  Morristown, NJ
• 10/2023 → 04/2025
  Dovetail Consulting, Llc
  Marshall, WI
• 04/2025 → 08/2025
  Principal Securities Inc
  Marshall, WI
• 04/2025 → 08/2025
  Principal Life Insurance Co
  Marshall, WI
• 09/2025 → Present
  Integrity Alliance, Llc
  Marshall, WI

Previous Registrations

• 2025-07-15 → 2025-07-29
  Principal Securities, Inc.
  Marshall, WI
  Wauwatosa, WI

Other Businesses

1. Dovetail Consulting, LLC; Not investment related; 2831 N. Grandview Blvd, Suite 217; Pewaukee, WI 53072; Parent level company for our business activities which will oversee Dovetail Tax & Accounting, Dovetail Insurance, and Dovetail Financial Services, LLC. ; CEO; 09/01/2025; 40 hours per month; 8 hours during security hours; Run the company. 2. Dovetail Financial Services, LLC; Investment related; 5873 Wagon Ln, Marshall, WI 53559; DBA for insurance and securities; CEO & Founder; 08/01/2025; 160 hours per month; 8 hours during security hours; help customers with financial products, services, advise. Hire people to join the firm in order to scale the team over time. 3. Dovetail Insurance, LLC; not investment related; 2831 N. Grandview Blvd, Suite 217; Pewaukee, WI 53072; Fixed Insurance; CEO; 09/01/2025; 40 hours per month; 8 hours during security hours; Run the company. 4. Dovetail Tax & Accounting; not investment related; 2831 N. Grandview Blvd, Suite 217; Pewaukee, WI 53072; CEO; 09/01/2015; 40 hours per month; 8 hours during security hours; Run the company 5. Inherit the Earth; not investment related; 5873 Wagon Ln, Marshall, WI 53559; Music performance; Owner; 03/01/2025; 8 hour per month; 0 hours during security hours; Perform music, travel to shows, network, make music, record, etc. 6) DOVETAIL ADVISORS, LLLC POSITION: Owner NATURE: This is the Tax & Accounting division under the Parent Company Dovetail Consulting, LLC. Dovetail Advisors is broken down into three LLC's currently to break out responsibilities and organize the structure. Dovetail Advisors is the main company work, employees, and benefits pass through. Underneath Dovetail Advisors is Dovetail Strategy which is simply a holding company for all Attest work performed by CPA's within the firm. Dovetail Tax & Accounting MKE represents the Milwaukee region which is the 13 counties around MKE Area that are managed under this company. As we grow we will create new regions with geographical territories as well. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2025 ADDRESS: 2831 N. Grandview Blvd. #217, Pewaukee WI 53072, United States DESCRIPTION: I run the enterprise, including Dovetail Consulting, Dovetail Insurance, Dovetail Financial Services, and Dovetail Advisors. So my time is stretched across all of these entities, and I hire people to ultimately lead each of the verticals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-14
• S63 Uniform Securities Agent State Law Examination
  2025-07-02

Other Names

• Joe Pometto