Giovanni Treglia

Current Employers

Employment History

• 08/2000 → Present
  Mario Treglia, Cpa
  Flushing, NY
• 12/2011 → 08/2017
  Axa Advisors, Llc
  New York, NY
• 01/2011 → Present
  Giovanni Treglia
  Flushing, NY
• 08/2017 → 01/2025
  Scf Securities, Inc.
  Fresno, CA
• 08/2017 → 01/2025
  Scf Investment Advisors, Inc.
  Fresno, CA
• 08/2017 → Present
  Old Bridge Wealth, Inc
  Syosset, NY
• 08/2024 → Present
  Old Bridge Wealth, Inc
  Syosset, NY
• 01/2025 → Present
  Arete Wealth Management
  Chicago, IL

Previous Registrations

• 2017-08-21 → 2024-12-31
  Scf Investment Advisors, Inc.
  Syosset, NY
  San Diego, CA
  Syosset, NY
• 2012-04-10 → 2017-08-25
  Equitable Advisors, Llc
  Melville, NY
  Flushing, NY

Other Businesses

1) OLD BRIDGE WEALTH, INC. - RIA, DBA - 50% OWNER/OFFICER 333 TURNPIKE, STE 5 SYOSSET, NY 11791 - INVESTMENT RELATED; 2) SELF EMPLOYED INSURANCE AGENT - SELLING HEALTH, LIFE, DISABILITY AND MEDICARE SUPPLEMENTS - 333 TURNPIKE, STE 5, SYOSSET, NY; 3) KICK START A CURE - NON PROFIT - OFFICER - ORGANIZE EVENTS kickstart a cure, Inc. is its own separate nonprofit, VP 4) Mario Treglia CPA - EMPLOYEE - ASSIST, PREPARE TAXES AND CORP TAXES 5) POWERSOUL CAFE, LLC - OWNER - 274 CASORIA AVE, LAS VEGAS, NV - NOT INVESTMENT RELATED - PASSIVE INVESTOR 6) ASSURED INSURANCE SERVICES CORP. - 25 % OWNER - 148 EAST BOSTON POST RD FLOOR 1, MAMARONECK, NY - I WILL MANAGE THE BOOKS AND RECORDS ALONG WITH CONSULT ON THE MANOR OF HOW TO STRUCTURE THE BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2012-02-27

Other Names

• Giovanni Treglia
• Giovanni Nmn Treglia