Joseph Angelo Giordano

Current Employers

Employment History

• 09/2016 → 07/2019
  Edward Jones
  St Louis, MO
• 03/2012 → 02/2021
  Carolinas Medical System
  Charlotte, NC
• 08/2019 → Present
  Guardian Life Insurance Company
  Charlotte, NC
• 08/2019 → 04/2022
  Park Avenue Securities
  Charlotte, NC
• 04/2022 → 05/2022
  Core Advisory Group
  Rock Hill, SC
• 04/2021 → Present
  Novant Health
  Chalotte, NC
• 05/2022 → Present
  Lpl Financial, Llc
  Charlotte, NC

Previous Registrations

• 2019-08-16 → 2022-05-05
  Park Avenue Securities Llc
  Charlotte, NC
• 2017-04-13 → 2019-08-05
  Edward Jones
  Charlotte, NC
  St Louis, MO
  Charlotte, NC
  Charlotte, NC

Other Businesses

1-04/2021 / Novant Medical Center / Outside/W-2 Employment / Non Investment Related / 144 HRS MNTH / Charlotte, NC 2- 05/2022 / DBA for LPL Business (entity for LPL business) / Fairview Strategic Planning, LLC / Investment Related / Charlotte, NC 3- 01/2020 / Banner Insurance Company (Consolidated Planning) / Non-Variable Insurance / 160 HR MNTH / Investment Related / Charlotte, NC 4- 06/09/2022 - Core Advisory Group - DBA: Fairview Strategic Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA -IAR-Advisor - Start Date - 04/20/2022 - 140 Hours Per Month/ 126 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Fairview Strategic Planning, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 140 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. 5- 06/09/2022 - Core Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 4/20/2022 - 140 Hours Per Month/ 126 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Core Advisory Group, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 140 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. 6- 05/18/2023 - Joseph Giordano - Investment Related - Morganton, NC & Matthews, NC - Real Estate Rental - Start Date 01/02/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading 7- 12/12/2023 - Financial Independence Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/06/2023 - 1 Hour Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-02-15