Joseph Larocca has been an investment adviser representative at CPR Investments since November 2015, and is not listed among the firm’s executive officers or direct owners. Joseph Larocca studied at Macomb Community College.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
Joseph J. LaRocca, IV is an Investment Advisor Representative of CPR Investments Inc. LaRocca has held the role since November 2015, as of his Form ADV Part 2B supplement dated November 2, 2020. He is also a life insurance agent with CPR Financial Group LLC from November 2015. Earlier he was an Investment Advisor Representative at HBW Advisory Services LLC from October 2011 to November 2015.
Joseph Larocca’s longest registration is the current one, 10 years at CPR Investments since 2015. Before joining CPR Investments in 2015, Joseph Larocca was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 10 yearsRochester, MI · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 3 yearsSterling HTS, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Joseph Larocca is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2017; the most recent is Michigan, in December 2023.
- FloridaSince 31 July 2017
- MichiganSince 8 December 2023
- TexasResidentSince 11 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph J Larocca
- CRD
- 6007845
- Firm
- CPR Investments · CRD 139067
- Office
- 1600 PARKDALE ROAD, SUITE 201, Rochester, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Joseph Larocca work?
Joseph Larocca is an investment adviser representative registered through CPR Investments Inc since November 2015, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Larocca a financial advisor?
Yes. Joseph Larocca has a current investment-adviser registration in Florida, Michigan and Texas, through CPR Investments since November 2015.
How many years of experience does Joseph Larocca have?
Joseph Larocca has 14 years in the financial industry, since December 2011, across 2 adviser firms.
What exams has Joseph Larocca passed?
Joseph Larocca passed the Series 65 in October 2011.
Where did Joseph Larocca work before CPR Investments?
Before CPR Investments, Joseph Larocca was registered through HBW Advisory Services LLC, December 2011 to November 2015.
Where is Joseph Larocca based?
Joseph Larocca’s registered office is in Rochester, MI.
Is Joseph Larocca registered with FINRA?
No. Joseph Larocca has no current broker registration.
How can I verify Joseph Larocca’s record?
Search CRD 6007845 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Larocca’s full registration record.
