# Joseph James Masciopinto

Joseph James Masciopinto is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BERGANKDV WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/143038) | 2023-07-13 | 2023-09-13 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2021-12-19 | present | Yes |
| [LOCKTON INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/144133) | 2021-08-11 | 2021-12-31 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2017-08-02 | 2021-08-02 | — |
| [GLOBAL RETIREMENT PARTNERS LLC](https://search.stillhousedata.com/firm/172011) | 2017-06-21 | 2017-07-24 | — |
| [IFP ADVISORS, LLC](https://search.stillhousedata.com/firm/125112) | 2014-01-02 | 2017-06-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6237109)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6237109.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.