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Joseph Frank Lopresti

Arlington Wealth Management

Arlington Heights, IL

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Current Employers
Arlington Wealth Management

21 S. Evergreen Avenue Suite 100, Arlington Heights, IL 60005-7800 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-04-01
IL RA APPROVED 2000-08-07
  • TX RA
    APPROVED_RES
    Since 2014-04-01
  • IL RA
    APPROVED
    Since 2000-08-07

Branch Locations

21 S. Evergreen Avenue Suite 100, Arlington Heights, IL 60005-7800 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
World Equity Group, Inc. Arlington Heights IL 07/2000 Present
Arlington Capital Management, Inc. Arlington Heights IL 07/2000 Present
  • 07/2000 → Present
    World Equity Group, Inc.
    Arlington Heights, IL
  • 07/2000 → Present
    Arlington Capital Management, Inc.
    Arlington Heights, IL
Other Businesses

Investor Education Institute. Operational Duties. Investment-Related. 6 hours per month, 3 hours per month during securities trading hours. Start Date: 01/2011. Part-Owner of Advanced Tax Reduction Group. Operational Duties. Not investment-related. 6 hours per month, 3 hours per month during securities trading hours. Start Date: 11/2022. Arlington Business Advisors. Business Brokerage. Not Investment-Related. Start Date: 01/2025. Approximately 6 hours per month, 3 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-03
S63 Uniform Securities Agent State Law Examination 1987-12-02
  • S65 Uniform Investment Adviser Law Examination
    1998-08-03
  • S63 Uniform Securities Agent State Law Examination
    1987-12-02

View on SEC IAPD

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