Joseph Degeorge has been an investment adviser representative at Advisory Advocates since September 2020, and is not listed among the firm’s executive officers or direct owners.
Advisory Advocates LLC is a Grand Rapids, MI firm with $159M under management, 249 clients and 7 advisers across 4 offices, as of its March 2026 filing.
Joseph Degeorge’s longest registration is the current one, 6 years at Advisory Advocates since 2020. Before joining Advisory Advocates in 2020, Joseph Degeorge was registered through Investment Consulting Group Inc and Luminist Capital, LLC.
- Advisory Advocates LLCCurrent– present · 6 yearsBettendorf, IA · Adviser representative · Firm CRD 284100
- Investment Consulting Group Inc– · under a yearDavenport, IA · Adviser representative · Firm CRD 106967
- Luminist Capital, LLC– · under a yearDavenport, IA · Adviser representative · Firm CRD 173396
- Innovative Investment Solutions, Inc.– · 3 yearsDavenport, IA · Adviser representative · Firm CRD 283234
- Money Concepts Advisory Service– · 1 yearBettendorf, IA · Adviser representative · Firm CRD 12963
- Citigroup Global Markets Inc.– · 2 yearsDavenport, IA · Adviser representative · Firm CRD 7059
- Wells Fargo Investments, LLC– · under a yearGeneseo, IL · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Joseph Degeorge is registered as an investment adviser representative in Iowa, since September 2020.
- IowaSince 24 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 September 2014 |
| Series 7 | General Securities Representative Examination | 25 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Parker Degeorge
- CRD
- 5006212
- Firm
- Advisory Advocates · CRD 284100
- Office
- Bettendorf, IA
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Degeorge work?
Joseph Degeorge is an investment adviser representative registered through Advisory Advocates LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Degeorge a financial advisor?
Yes. Joseph Degeorge has a current investment-adviser registration in Iowa, through Advisory Advocates since September 2020.
How many years of experience does Joseph Degeorge have?
Joseph Degeorge has 15 years in the financial industry, since May 2011, across 7 adviser firms.
What exams has Joseph Degeorge passed?
Joseph Degeorge has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Joseph Degeorge with the SIE, which began in October 2018.
Where did Joseph Degeorge work before Advisory Advocates?
Before Advisory Advocates, Joseph Degeorge was registered through Luminist Capital, LLC, June 2019 to December 2019; Innovative Investment Solutions, Inc., April 2016 to December 2019; Money Concepts Advisory Service, September 2014 to April 2016; Citigroup Global Markets Inc., July 2006 to February 2009; Wells Fargo Investments, LLC, October 2005 to July 2006.
Where is Joseph Degeorge based?
Joseph Degeorge’s registered office is in Bettendorf, IA.
Is Joseph Degeorge registered with FINRA?
No. Joseph Degeorge has no current broker registration.
How can I verify Joseph Degeorge’s record?
Search CRD 5006212 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Degeorge’s full registration record.
