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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Haddonfield | NJ | 01/2015 | 09/2020 |
| Ssn | Haddonfield | NJ | 01/2015 | 09/2020 |
| Securities America, Inc. | Haddon Heights | NJ | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Haddon Heights | NJ | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Haddon Heights | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Haddon Heights | NJ | 06/2024 | Present |
Joseph Fermano LLC -230 Kings Highway, Suite 169, Haddonfield, NJ - 2005 start date - NIR - Motivational Training Services/Human Behavior/Inspiration - WNJC 1360 AM Radio Host - Board Chair - St Teresa Regional School Runnemede NJ - Sole Prop - 0 hrs/mo trading JOSEPH A. FERMANO POSITION: Agent NATURE: Insurance: Fixed Annuities Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2000 ADDRESS: 214 3rd Ave., Haddon Heights NJ 08035 DESCRIPTION: Fixed Annuity & Life Insurance where applicable. JOSEPH A. FERMANO POSITION: Board Chair NATURE: Volunteer Board Chair Grammar School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2012 ADDRESS: 214 3rd Ave, Haddon Heights NJ 08035 DESCRIPTION: I set the Board Meetings for the St. Teresa's Regional Grammer School. I help communicate between the Pastor and Principal for the meetings. JOE FERMANO LLC POSITION: Author NATURE: Author of book: Quotes for Life, Words to Live by A book of positive and inspiring Quotations And the Daily Dose Quote of the day. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2013 ADDRESS: 214 3rd Ave, Haddon Heights NJ 08035 DESCRIPTION: I give books to people for Inspiration for free. People sign up for the Daily Dose Quote of the day for inspiration at www.joefermano.com FERMANO INVESTMENT MANAGEMENT LLC POSITION: Owner/Advisor NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2015 ADDRESS: 524 Station Ave, HADDON HEIGHTS NJ 08035 DESCRIPTION: Advisory Business when applicable as best interest for prospective client. BUENA AMICI LLC POSITION: Part Owner NATURE: Small Pizza Business Part Owner/ 40% INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2017 ADDRESS: 520 Station Ave, Haddon Heights NJ 08035-1905 DESCRIPTION: Part Owner of Pizza Business 40% 520 STATION AVE LLC POSITION: Part Owner NATURE: Part Owner of Building as real estate investment INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2017 ADDRESS: 520 Station Ave, Haddon Heights NJ 08035-190 DESCRIPTION: 30% Ownership in building/real estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-04-22 |
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