JOSEPH PAUL D'ANNIBALLE is an investment adviser representative (IAR) with state registration records since 1996, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-12-04 | present | Yes |
| 1858 WEALTH MANAGEMENT, LLC | 2020-01-03 | 2025-12-31 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2009-11-12 | 2020-01-09 | — |
| UBS FINANCIAL SERVICES INC. | 2005-10-18 | 2009-12-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996-01-04 | 2005-10-20 | — |