# Joseph Mascioli

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BERENZ WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168826) | 2025-01-23 | present | Yes |
| [CROSS STATE FINANCIAL GROUP LLC](https://search.stillhousedata.com/firm/282011) | 2023-09-13 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2022-01-31 | 2023-09-01 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2019-05-30 | 2022-02-01 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2010-05-03 | 2010-10-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4692655)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4692655.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.