Joseph Warren Policastro

Current Employers

Employment History

• 05/2023 → 09/2025
  Avantax Investment Services Inc.
  Mount Arlington, NJ
• 05/2023 → 09/2025
  Avantax Advisory Services
  Mount Arlington, NJ
• 05/2023 → Present
  Nisivoccia Llp
  Parsippany, NJ
• 08/2019 → 05/2023
  Withum Smith & Brown Pc
  New York, NY
• 01/2017 → 06/2019
  Grant Thornton Llp
  Iselin, NJ
• 06/2019 → 04/2020
  G-Iii Apparel Group Ltd.
  New York, NY
• 01/2015 → 01/2017
  Unemployed
  Mount Arlington, NJ
• 05/2023 → Present
  Wealthspring Financial Partners
  Parsippany, NJ
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Mount Arlington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Parsippany, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-02 → 2025-09-05
  Avantax Advisory Services
  Parsippany-Troy Hills, NJ
  Dallas, TX

Other Businesses

NISIVOCCIA LLP POSITION: Accountant Paraplanner NATURE: Investment management, tax preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 1711 Rt 46 East, Parsippany NJ 07054, United States DESCRIPTION: Supporting financial planners and seasonal tax return work. WEALTHSPRING FINANCIAL PARTNERS POSITION: Wealth Management Advisor/ Tax Manager NATURE: Investment Management, Tax Preparation, Bookkeeping INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 05/15/2023 ADDRESS: 1711 US-46, Parsippany NJ 07054, United States DESCRIPTION: Supporting financial planners, financial planning/ advising, and seasonal tax return work.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01

Designations

Other Names

• Joseph Policastro
• Joe Policastro