Joseph David Gastaldi

Current Employers

Employment History

• 10/2013 → Present
  Securities America Inc
  Granger, IN
• 10/1996 → Present
  Joseph Gastaldi Insurance
  Osceola, IN
• 01/2016 → Present
  Greenleaf Advisors Llc
  Osceola, IN
• 01/2016 → 11/2022
  Cafaro Greenleaf
  Red Bank, NJ
• 01/2023 → Present
  Newcleus Financial
  Newtown, PA
• 01/2023 → Present
  Alden Investment Advsors
  Wayne, PA

Previous Registrations

• 2022-11-18 → 2022-11-30
  Greenleaf Advisors
  Osceola, IN
  Red Bank, NJ
• 2016-02-17 → 2022-11-18
  Greenleaf Advisors
  Osceola, IN
  Red Bank, NJ
• 2013-10-16 → 2015-08-31
  Korhorn Financial Group
  Granger, IN
• 2011-03-15 → 2013-08-16
  Lakeside Wealth Management Group, Llc
  Chesterton, IN
• 2008-11-03 → 2009-09-10
  Uvest Financial Services Group, Inc.
  Mishawaka, IN
  Mishawaka, IN
  Charlotte, NC
• 2005-10-04 → 2008-11-05
  Invest Financial Corporation
  Mishawaka, IN
  Mishawaka, IN
• 2001-11-30 → 2006-11-16
  Financial Independence Group
  South Bend, IN

Other Businesses

From time to time a client may need to purchase life, health, disability or LTC insurance. I am licensed and permitted to do so outside of my IAR business. Newcleus Financial - 401K Plan Advisor

Exams

• S66 Uniform Combined State Law Examination
  2001-11-12
• S63 Uniform Securities Agent State Law Examination
  1997-05-10

Other Names

• Joe Gastaldi