Joseph D'Urso has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Joseph D'Urso’s longest registration is the current one, 6 years at Exodus Wealth since 2020. Before joining Exodus Wealth in 2020, Joseph D'Urso was registered through SPC and Integrated Wealth Concepts LLC.
- Exodus Wealth, LLCCurrent– present · 6 yearsMarietta, GA · Adviser representative · Firm CRD 174328
- – · under a yearMarietta, GA · Adviser representative · Firm CRD 174328
- SPC– · 1 yearMarietta, GA · Adviser representative · Firm CRD 110692
- Integrated Wealth Concepts LLC– · under a yearSeverna Park, MD · Adviser representative · Firm CRD 284656
- Lincoln Financial Advisors Corporation– · under a yearSeverna Park, MD · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Joseph D'Urso is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Georgia, in July 2020.
- CaliforniaSince 6 January 2020
- GeorgiaSince 30 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 April 2016 |
| Series 7 | General Securities Representative Examination | 27 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Jeffry D'Urso
- CRD
- 6125743
- Firm
- Exodus Wealth · CRD 174328
- Office
- Marietta, GA
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph D'Urso work?
Joseph D'Urso is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joseph D'Urso a financial advisor?
Yes. Joseph D'Urso has a current investment-adviser registration in California and Georgia, through Exodus Wealth since January 2020.
How many years of experience does Joseph D'Urso have?
Joseph D'Urso has 11 years in the financial industry, since May 2015, across 4 adviser firms.
What exams has Joseph D'Urso passed?
Joseph D'Urso has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in May 2015. FINRA credited Joseph D'Urso with the SIE, which began in October 2018.
Where did Joseph D'Urso work before Exodus Wealth?
Before Exodus Wealth, Joseph D'Urso was registered through Prosperity Wealth Management, Inc., June 2019 to December 2019; SPC, August 2017 to June 2019; Integrated Wealth Concepts LLC, October 2016 to September 2017; Lincoln Financial Advisors Corporation, April 2016 to October 2016.
Where is Joseph D'Urso based?
Joseph D'Urso’s registered office is in Marietta, GA.
Is Joseph D'Urso registered with FINRA?
No. Joseph D'Urso has no current broker registration.
How can I verify Joseph D'Urso’s record?
Search CRD 6125743 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph D'Urso’s full registration record.