Inactive

Joshua Edward Carelli

Greenline Wealth Management

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Current Employers

Greenline Wealth Management

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-02-26

FL RA
APPROVED

Since 2024-02-26

Branch Locations

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • 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
Greenline Wealth Management Llc	Boca Raton	FL	02/2024	Present
Pnc Bank	Fort Lauderdale	FL	08/2022	12/2023
Aimpoint Pension	Lauderdale By The Sea	FL	05/2018	07/2022
Firstbank	Pompano Beach	FL	03/2016	04/2018
Greenline Insurance Llc	Boca Raton	FL	02/2026	Present

02/2024 → Present

Greenline Wealth Management Llc

Boca Raton, FL
08/2022 → 12/2023

Pnc Bank

Fort Lauderdale, FL
05/2018 → 07/2022

Aimpoint Pension

Lauderdale By The Sea, FL
03/2016 → 04/2018

Firstbank

Pompano Beach, FL
02/2026 → Present

Greenline Insurance Llc

Boca Raton, FL

Other Businesses

Greenline Insurance LLC; investment related; Boca Raton, FL; Insurance agency; insurance agent; started 02/2026; 2 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-12

S65 Uniform Investment Adviser Law Examination

2024-02-12

View on SEC IAPD

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