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Joseph John Devine

Wealthspire Advisors

San Diego, CA

Melville, NY

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Current Employers
Wealthspire Advisors

400 Broadhollow Road Suite 301, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-04
  • CA RA
    APPROVED
    Since 2026-02-04

Branch Locations

San Diego, CA • United States

400 Broadhollow Road Suite 301, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employer San Diego CA 09/2023 10/2025
Macquarie Asset Management San Diego CA 03/2016 09/2023
Wealthspire Advisors Llc Boca Raton FL 10/2025 Present
  • 09/2023 → 10/2025
    Self Employer
    San Diego, CA
  • 03/2016 → 09/2023
    Macquarie Asset Management
    San Diego, CA
  • 10/2025 → Present
    Wealthspire Advisors Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-03
S63 Uniform Securities Agent State Law Examination 1994-03-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-03
  • S63 Uniform Securities Agent State Law Examination
    1994-03-30
Other Names
  • Joseph J Devine

View on SEC IAPD

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