Joseph Mascioli is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with CROSS STATE FINANCIAL GROUP LLC, BERENZ WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BERENZ WEALTH MANAGEMENT, LLC | 2025-01-23 | present | Yes |
| CROSS STATE FINANCIAL GROUP LLC | 2023-09-13 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-01-31 | 2023-09-01 | — |
| EDWARD D. JONES & CO., L.P. | 2019-05-30 | 2022-02-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-05-03 | 2010-10-08 | — |