# JOSEPH PETER VELEZ

JOSEPH PETER VELEZ is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2025-08-11 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2023-09-01 | 2025-08-13 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2021-08-03 | 2023-09-01 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2018-05-04 | 2021-08-06 | — |
| [SEQUOIA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/170543) | 2015-03-20 | 2018-05-15 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-04-26 | 2018-05-21 | — |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | 2007-07-09 | 2010-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4336390)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4336390.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.