JOSEPH GLENN VALERIO is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with MODERA WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | 2026-07-13 | present | Yes |
| NORTHSTAR FINANCIAL PLANNERS, INC. | 2025-01-10 | 2026-07-10 | — |
| MERRIMAN | 2023-10-12 | 2024-12-19 | — |
| VANGUARD ADVISERS, INC. | 2022-07-28 | 2023-10-04 | — |