# URCIUOLI JOSEPH JOHN

URCIUOLI JOSEPH JOHN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SPECTRUM ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/300463) | MANAGING DIRECTOR & HEAD OF RESEARCH | STAMFORD, CT |
| — | Form ADV | [SUMMIT PLANNING GROUP, INC.](https://search.stillhousedata.com/firm/125994) | PRESIDENT & CHIEF COMPLIANCE OFFICER | E. SYRACUSE, NY |
| — | Form ADV | [SPECTRUM ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/18217) | SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH | STAMFORD, CT |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.