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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2020-05-26 |
Branch Locations
101 Larry Holmes Drive Suite 215, Easton, PA 18042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Financial & Settlement Consulting, Inc | Easton | PA | 01/2010 | Present |
| Elana Advisory Services, Llc | Easton | PA | 01/2015 | 12/2019 |
| Elana Franchise Group | Easton | PA | 09/2013 | Present |
| Elana General Insurance, Llc | Easton | PA | 08/2013 | Present |
| Elana Advisory Services, Llc | Easton | PA | 08/2013 | Present |
| Elana System & Services, Llc | Easton | PA | 08/2013 | Present |
| Elana Advanced Planning, Inc. | Easton | PA | 02/2012 | Present |
| Amicus Financial Advisors, Llc | Easton | PA | 01/2020 | Present |
| Nextphase Community, Llc | Easton | PA | 05/2022 | Present |
Joseph DiGangi has an investment related business as an insurance agent with ELANA General Insurance, LLC. Approximately 20% of his time is spent on the sale of insurance products. These practices represent conflicts of interest because it may give an incentive to recommend products based on the commission amount received. This conflict is mitigated by disclosures, procedures, and the firm's fiduciary responsibility to place the interests of the client first and clients are not required to purchase any products. Clients have the option to purchase these products through another insurance agent of their choosing. Joseph DiGangi has a non-investment related business, ELANA Settlement Architects, LLC, which provides trust protection services, settlement design and planning and provides a model for direct use by a client to develop legal documents. Approximately 25% of his time is spent in this business. From time to time, Mr. DiGangi offers clients advice or products from those activities. Clients are not required to purchase any services. Joseph DiGangi has a non-investment related business, Elite Financial & Settlement Consulting, LLC, which provides planning services and support to ELANA companies. Approximately 10% of his time is spent in this business. From time to time, Mr. DiGangi offers clients advice or products from those activities. Clients are not required to purchase any services. Joseph DiGangi has a non-investment related business, ELANA Franchise Group, LLC for franchising the ELANA Financial & Settlement ArchitectTM brand. Less than 10% of his time is spent in this business. Joseph DiGangi is a 90% owner of NextPhase Community, LLC, an online community-based business offered on a member subscription basis. NextPhase offers an educational platform, group meetings and open discussion forums for injured plaintiffs and their families. It is not investment-related but does offer general financial guidance as part of the platform. Approximately 10% of his time is spent in this business. Clients are not required to purchase any services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-05 |
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