Joseph Anthony Turfa

Current Employers

Employment History

• 10/2009 → Present
  Redwood Credit Union
  Santa Rosa, CA
• 10/2009 → 09/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2024 → Present
  Lpl Financial Llc
  Napa, CA

Previous Registrations

• 2009-10-07 → 2024-09-18
  Cuso Financial Services, L.P.
  Santa Rosa, CA
  Sonoma, CA
  Napa, CA
  San Rafael, CA
  Novato, CA
  Mill Valley, CA
  American Canyon, CA
  Cloverdale, CA
  Napa, CA
• 2009-01-07 → 2009-07-09
  Equitable Advisors, Llc
  San Francisco, CA
  Walnut Creek, CA
  San Francisco, CA
• 2008-02-22 → 2008-12-17
  Mid Atlantic Financial Management, Inc.
  Sonoma, CA

Other Businesses

1- 09/19/2024 / Redwood Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 09/19/2024 / Carsonpasscabin / Real Estate Rental / Investment Related / 10 hrs mth / Pioneer, CA / Start date: 10/01/2023 3- 09/19/2024 / Real Estate Rental / Real Estate Rental / Investment Related / 5 hrs mth / El Verano, CA / Start date: 10/01/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-14
• S63 Uniform Securities Agent State Law Examination
  2007-12-11