Joseph Frederick Rambow

Current Employers

Employment History

• 01/2016 → 12/2018
  Raymond James And Associates
  St Petersburg, FL
• 12/2018 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 02/2022 → 05/2023
  Aim Wealth, Llc
  Fort Myers, FL
• 12/2022 → 09/2024
  Pelican Wealth Advisors, Llc
  Bonita Springs, FL
• 10/2022 → Present
  Aim Wealth Realty, Llc
  Fort Myers, FL
• 07/2022 → 05/2023
  Aim Wealth Financial, Llc
  Fort Myers, FL
• 04/2023 → 09/2024
  Pelican Wealth Advisors, Llc
  Bonita Springs, FL
• 07/2023 → Present
  Neptune Technologies, Llc
  Fort Myers, FL
• 01/2023 → Present
  Jfr Financial Llc
  Bonita Springs, FL
• 11/2023 → Present
  Triton Tech Ventures
  Bonita Springs, FL
• 09/2024 → Present
  Neptune Advisory Solutions
  Pittsburgh, PA

Previous Registrations

• 2022-12-21 → 2025-01-31
  Pelican Wealth Advisors, Llc
  Bonita Springs, FL
• 2022-04-19 → 2023-05-15
  Aim Wealth, Llc
  Cape Coral, FL
• 2019-01-03 → 2022-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Clearwater, FL
• 2018-07-25 → 2018-12-10
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

Name of outside business organization: AIM Wealth Realty, LLC Investment related (Y/N): Y Address of business: 488 NE 18th Street, Unit 2501 Miami, FL 33132 Nature of business: Real estate Title, association: Co-Owner Start date of relationship: 10/17/2022 Number of hours devoted: 4 Number of hours devoted during trading hours: 0 Duties: Passive owner, no active duties. Name of outside business organization: Neptune Technologies, LLC Investment related (Y/N): N Address of business: 15330 Ballast Point Dr. Fort Myers, FL 33908 Nature of business: Financial technologies services Title, association: CEO/Owner Start date of relationship: 07/2023 Number of hours devoted: 80 Number of hours devoted during trading hours: 80 Duties: software development. Name of outside business organization: Triton Tech Ventures Investment related (Y/N): N Address of business: Bonita Spring FL Nature of business: Holding company Title, association: CEO/Owner Start date of relationship: 11/2023 Number of hours devoted: 5 Number of hours devoted during trading hours: 0 Duties: Holding company Name of outside business organization: JFR Financial LLC Investment related (Y/N): N Address of business: Bonita Spring FL Nature of business: Holding company Title, association: CEO/Owner Start date of relationship: 01/2024 Number of hours devoted: 5 Number of hours devoted during trading hours: 0 Duties: Holding company Name of outside business organization: Sigma Nu Theta Alpha at University of South Florida Investment related (Y/N): N Address of business: Tampa FL Nature of business: Chapter Advisor Title, association: Chapter Advisor Start date of relationship: 01/2024 Number of hours devoted: 5 Number of hours devoted during trading hours: 0 Duties: Chapter Advisor Mr. Rambow is also a licensed insurance agent and in such capacity may recommend, on a fully- disclosed commission basis, the purchase of certain insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-20

Other Names

• Joseph F Rambow
• Joe Rambow
• Joey Rambow
• Joseph Rambow