# JOSEPH DAVID GASTALDI

JOSEPH DAVID GASTALDI is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with ALDEN INVESTMENT GROUP.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALDEN INVESTMENT GROUP](https://search.stillhousedata.com/firm/317077) | 2023-01-17 | present | Yes |
| [GREENLEAF ADVISORS](https://search.stillhousedata.com/firm/172332) | 2022-11-18 | 2022-11-30 | — |
| [GREENLEAF ADVISORS](https://search.stillhousedata.com/firm/172332) | 2016-02-17 | 2022-11-18 | — |
| [KORHORN FINANCIAL GROUP](https://search.stillhousedata.com/firm/128606) | 2013-10-16 | 2015-08-31 | — |
| [LAKESIDE WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/140271) | 2011-03-15 | 2013-08-16 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2008-11-03 | 2009-09-10 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2005-10-04 | 2008-11-05 | — |
| [FINANCIAL INDEPENDENCE GROUP](https://search.stillhousedata.com/firm/120403) | 2001-11-30 | 2006-11-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1514477)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1514477.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.
