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Inactive

Anthony Joseph Piretti

Affinity Wealth Management LLC

Wilmington, DE

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Current Employers
Affinity Wealth Management Llc

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2019-08-15
  • DE RA
    APPROVED
    Since 2019-08-15

Branch Locations

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beam Asset Management, Llc Covington LA 08/2011 08/2019
Securities America Inc Wilmington DE 07/2015 08/2019
Affinity Wealth Management Llc Wilmington DE 08/2019 Present
  • 08/2011 → 08/2019
    Beam Asset Management, Llc
    Covington, LA
  • 07/2015 → 08/2019
    Securities America Inc
    Wilmington, DE
  • 08/2019 → Present
    Affinity Wealth Management Llc
    Wilmington, DE
Previous Registrations
  • 2011-10-31 → 2019-08-12
    Beam Wealth Advisors, Inc.
    Wilmington, DE
  • 2009-09-08 → 2013-06-11
    Lpl Financial Llc
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
  • 2008-05-08 → 2009-09-08
    Mutual Service Corporation
    Wilmington, DE
    Wilmington, DE
  • 2004-10-20 → 2005-05-03
    Banc Of America Investment Services, Inc.
    Wilmington, DE
  • 2003-01-17 → 2004-10-20
    Quick & Reilly, Inc.
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-30
S63 Uniform Securities Agent State Law Examination 1986-09-17
  • S65 Uniform Investment Adviser Law Examination
    1996-05-30
  • S63 Uniform Securities Agent State Law Examination
    1986-09-17

View on SEC IAPD

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Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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