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JOSEPH DAVID LIPSITZ
CRD#: 5013621
IA
B
OSAIC WEALTH, INC.CRD#: 23131 3820 SHERIDAN DRIVE
AMHERST, NY 14226
AMHERST, NY 14226
0
Disclosures
19
Years of Experience
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State Registrations
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Alabama 6/14/2024
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Montana 6/14/2024
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Alaska 6/14/2024
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Nebraska 6/14/2024
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Arizona 6/14/2024
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Nevada 6/14/2024
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California 6/14/2024
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New Hampshire 6/14/2024
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Colorado 6/14/2024
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New Jersey 6/14/2024
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Connecticut 6/14/2024
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New Mexico 6/14/2024
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Delaware 6/14/2024
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New York 6/14/2024
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District of Columbia 6/14/2024
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New York 6/14/2024
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Florida 6/14/2024
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North Carolina 6/14/2024
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Florida 6/14/2024
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North Carolina 6/14/2024
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Georgia 6/14/2024
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Ohio 6/14/2024
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Hawaii 6/14/2024
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Oklahoma 6/14/2024
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Idaho 6/14/2024
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Oregon 6/14/2024
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Illinois 6/14/2024
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Pennsylvania 6/14/2024
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Indiana 6/14/2024
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Puerto Rico 6/14/2024
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Indiana 6/14/2024
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Rhode Island 6/14/2024
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Iowa 6/14/2024
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South Carolina 6/14/2024
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Kentucky 6/14/2024
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South Dakota 6/14/2024
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Louisiana 6/14/2024
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Tennessee 6/14/2024
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Maine 6/14/2024
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Texas 6/14/2024
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Maryland 6/14/2024
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Texas 6/14/2024
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Massachusetts 6/14/2024
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Utah 6/14/2024
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Massachusetts 9/24/2024
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Vermont 6/14/2024
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Michigan 6/14/2024
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Virginia 6/14/2024
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Minnesota 6/14/2024
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Washington 6/14/2024
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Mississippi 6/14/2024
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West Virginia 6/14/2024
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Missouri 6/14/2024
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Wisconsin 6/14/2024
SRO Registrations
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Registered with this firm since 6/14/2024
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Registered with this firm since 6/14/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/04/2016 - 06/14/2024 | Amhurst, NY | |
B | 09/05/2007 - 06/14/2024 | AMHERST, NY | |
B | 01/05/2006 - 09/05/2007 | AMHERST, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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