JD
Joseph J. Dellisanti
ONEDIGITAL
VIRGINIA BEACH, VA 23452
Some features on this profile are disabled
CRD#: 2615484
JD
Professional summary
Joseph John Dellisanti, AIF®, who also goes by Joey Dellisanti, is a registered financial advisor currently at ONEDIGITAL located in Virginia Beach, Virginia and OSAIC WEALTH, INC. located in Virginia Beach, Virginia.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Joseph has worked at 13 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joey Dellisanti
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)JJD LLC;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;individual life and disability insurance sales;president;12/2021;less than 5 hrs/month;0 hrs during trading;sales of individual insurance policies 2)OneDigital Insurance;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;employee benefits sales/service;consultant;12/2021;80 hrs/month;4 hrs during trading;sales of group insurance plans
CRS (Client Relationship Summary) - RIA
Click below to view Joseph John Dellisanti's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 2, 2021 - Present
ONEDIGITAL
Office #1: 484 Viking Drive Ste 100, Virginia Beach, VA 23452RIA
CRD#: 106766
VIRGINIA BEACH, VA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 484 Viking Drive Ste 100, Virginia Beach, VA 23452RIA
BD
CRD#: 23131
VIRGINIA BEACH, VA
Past
December 2, 2021 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Virginia Beach, VA
Past
December 16, 2016 - December 2, 2021
SFG WEALTH MANAGEMENT
RIA
CRD#: 285785
VIRGINIA BEACH, VA
Past
November 30, 2010 - December 10, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
TOWSON, MD
Past
November 30, 2010 - December 10, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
TOWSON, MD
Past
January 8, 2008 - November 30, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
VIRGINIA BEACH, VA
Past
November 2, 2007 - November 30, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
VIRGINIA BEACH, VA
Past
January 5, 2006 - December 31, 2007
DELLISANTI BENEFIT ADVISORS LLC
RIA
CRD#: 137429
VIRGINIA BEACH, VA
Past
September 27, 2005 - November 2, 2007
INVESTORS SECURITY COMPANY, INC.
BD
CRD#: 2331
VIRGINIA BEACH, VA
Past
March 10, 2005 - August 3, 2005
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
January 2, 2001 - March 15, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
January 25, 1999 - January 8, 2001
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
March 4, 1998 - September 2, 1998
INVESTORS SECURITY COMPANY, INC.
BD
CRD#: 2331
SUFFOLK, VA
Past
May 23, 1995 - February 23, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Maryland(11/2/2021)
RR
Maryland(8/23/2024)
RR
Pennsylvania(8/23/2024)
IAR
Virginia(11/2/2021)
RR
Virginia(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
