Joseph Stephen Vita

Current Employers

Employment History

• 12/2010 → 11/2017
  National Planning Corporation
  Woburn, MA
• 11/2015 → 04/2022
  Trilogy Capital, Inc.
  Woburn, MA
• 11/2017 → 07/2018
  Lpl Financial Llc
  Woburn, MA
• 11/2010 → 04/2022
  Trilogy Financial Services
  Woburn, MA
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-05 → 2022-04-29
  Trilogy Capital, Inc.
  Woburn, MA
  Irvine, CA
• 2017-11-29 → 2018-04-17
  Lpl Financial Llc
  Nashua, NH
  Portsmouth, NH
  Burlington, MA
• 2011-03-24 → 2017-11-29
  National Planning Corporation
  Woburn, MA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE; 2. NAME OF OTHER BUSINESS: WINCHESTER FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT FINANCIAL PLANNING AND INSURANCE START DATE: 5/2022 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE AND INVESTMENT ADVISOR REPRESENTATIVE OFFERING INVESTMENTS, FINANCIAL PLANNING AND INSURANCE;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-30
• S66 Uniform Combined State Law Examination
  2011-03-15

Other Names

• Joseph Steven Vita
• Joseph Stephen Vita
• Joe Vita