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Joseph Michael Iafelice

Curran Financial Partners, LLC

Daniel Island, SC

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Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-09-02
  • SC RA
    APPROVED
    Since 2023-09-02

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • 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
Northwestern Mutual Investment Services Llc Columbus OH 12/2017 01/2019
Classic Cadillac Mentor OH 03/2013 01/2017
Otterbein University Westerville OH 08/2013 12/2017
Curran Financial Partners, Llc Charleston SC 04/2023 Present
Heidelberg Distributing Columbus OH 02/2019 12/2020
Prince & Izant Company Cleveland OH 12/2020 06/2022
Saw Service & Supply, Inc. Cleveland OH 06/2022 04/2023
  • 12/2017 → 01/2019
    Northwestern Mutual Investment Services Llc
    Columbus, OH
  • 03/2013 → 01/2017
    Classic Cadillac
    Mentor, OH
  • 08/2013 → 12/2017
    Otterbein University
    Westerville, OH
  • 04/2023 → Present
    Curran Financial Partners, Llc
    Charleston, SC
  • 02/2019 → 12/2020
    Heidelberg Distributing
    Columbus, OH
  • 12/2020 → 06/2022
    Prince & Izant Company
    Cleveland, OH
  • 06/2022 → 04/2023
    Saw Service & Supply, Inc.
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-02
  • S65 Uniform Investment Adviser Law Examination
    2023-09-02
Other Names
  • Joe Iafelice
  • Joseph M Iafelice

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
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