Joseph Michael Lanza

Current Employers

Employment History

• 01/2009 → 09/2018
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2018 → Present
  Lpl Financial, Llc
  Ridgewood, NJ
• 11/2024 → Present
  The Lanza Financial Group
  Ridgewood, NJ

Previous Registrations

• 2005-10-31 → 2018-09-26
  Osaic Services, Inc.
  Ridgewood, NJ
• 2002-06-24 → 2005-10-31
  Sentra Securities Corporation
  Ridgewood, NJ

Other Businesses

1.09/17/2018; L&L South Florida Realty LLC; Real Estate Rental; Investment Related; Suite 201; Ridgewood,NJ; Start Date 12/31/2004; hrs/mth; hrs during trading 2.09/17/2018; Juice Journey LLC; Business Owner; Investment Related; 1 Main Street Suite B; Edgewater,NJ; Start Date 09/23/2014; hrs/mth; hrs during trading 3.09/17/2018; Notary; Notary; Investment Related; Suite 201; Ridgewood,NJ; Start Date ; 1hrs/mth; 1hrs during trading 4.04/20/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lanza Financial Group, Inc.; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 160hrs/mth; 130hrs during trading 5.01/05/2023; Simplicity Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/30/1984; 2hrs/mth; 2hrs during trading 6.12/03/2024; (HYBRID) THE LANZA FINANCIAL GROUP; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 11/15/2024; 200hrs/mth; 130hrs during trading; I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7.11/05/2025; 89 North Maple Ave LLC; Real Estate Rental; Investment Related; 89 North Maple Ave; Ridgewood,NJ; Start Date 11/01/2025; 1hrs/mth; 0hrs during trading 8.07/31/2026; 16 East Oakdene LLC; Real Estate Rental; Investment Related; Palisades Park,NJ; Start Date 06/01/2008; 20hrs/mth; 5hrs during trading 9.07/31/2026; Joseph Lanza; Real Estate Rental; Investment Related; Englewood Cliffs,NJ; Start Date 07/23/2026; 1hrs/mth; 1hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-11

Other Names

• Joseph Micheal Lanza