Best Investors Account Sign in

Joseph Cifelli

First Trust Advisors LP

Franklin, TN

Wheaton, IL

Claim This Profile
Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-04-03
IL RA APPROVED 2024-04-02
  • TN RA
    APPROVED
    Since 2024-04-03
  • IL RA
    APPROVED
    Since 2024-04-02

Branch Locations

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • 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
First Trust Portfolios L.P. Wheaton IL 03/2024 Present
First Trust Advisors L.P. Wheaton IL 03/2024 Present
Advance Housing Sparta NJ 06/2023 02/2024
Better Earth Phoenix AZ 06/2022 04/2023
Arhaus Short Hills NJ 12/2021 05/2022
Self-Employed State College PA 03/2021 08/2021
Penn State University Park PA 05/2019 08/2022
Intermural Building University Park PA 03/2019 04/2019
Kenneth Vercamen & Assoc Edison NJ 05/2018 08/2018
Commited Pig Morristown NJ 07/2016 09/2018
Penn State University University Park PA 08/2015 05/2019
  • 03/2024 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 03/2024 → Present
    First Trust Advisors L.P.
    Wheaton, IL
  • 06/2023 → 02/2024
    Advance Housing
    Sparta, NJ
  • 06/2022 → 04/2023
    Better Earth
    Phoenix, AZ
  • 12/2021 → 05/2022
    Arhaus
    Short Hills, NJ
  • 03/2021 → 08/2021
    Self-Employed
    State College, PA
  • 05/2019 → 08/2022
    Penn State
    University Park, PA
  • 03/2019 → 04/2019
    Intermural Building
    University Park, PA
  • 05/2018 → 08/2018
    Kenneth Vercamen & Assoc
    Edison, NJ
  • 07/2016 → 09/2018
    Commited Pig
    Morristown, NJ
  • 08/2015 → 05/2019
    Penn State University
    University Park, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18

View on SEC IAPD

Other Firms

SAGESPRING WEALTH PARTNERS
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
ONEDIGITAL
EDWARD JONES
EFINANCIAL ALLIANCE, LLC
ARKADIOS WEALTH ADVISORS

Other Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY
Dorothi Leigh Brown
Jessica Rose Colston
CASH TUNSTALL
JEFFERY BRADFORD BOWLIN
JACOB CARL POWELL

Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor