Sourcing
Firms
People
Sources
SHAPIRO, JOEL, BARRY
C
24
IAR CRD 5104448
·
Industry start 2006-04-27
Identity
Legal name
SHAPIRO, JOEL, BARRY
schedule a
CRD
5104448
NPN
—
Career
Previous employments
KESTRA INVESTMENT SERVICES, LLC
2014-07-28
FINANCIAL TELESIS INC
2006-04-28
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Current branches
KESTRA INVESTMENT SERVICES, LLC
WEALTHSPIRE RETIREMENT ADVISORY
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Designations
—
Education
—
BrokerCheck signals
Industry start
2006-04-27
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Est. age
42
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Age confidence
—
Est. birth year
1984
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
3
WEALTHSPIRE RETIREMENT, LLC
IAR · Executive Officer · 2.5% ownership
CRD 121254
FIDUCIARY FIRST, LLC
Executive Officer · 2.5% ownership
CRD 150330
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
Executive Officer · 2.5% ownership
CRD 288129