Joseph Onopa has been an investment adviser representative at Tactive Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners.
Tactive Advisors, LLC is a Sarasota, FL firm with $619M under management, 1,568 clients and 14 advisers across 12 offices, as of its June 2026 filing.
Joseph Onopa’s longest registration was 15 years at Park Avenue Securities LLC (2006–2021). Before joining Tactive Advisors in 2024, Joseph Onopa was registered through International Assets Investment Management, LLC and Park Avenue Securities LLC.
- Tactive Advisors, LLCCurrent– present · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 309311
- International Assets Investment Management, LLC– · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 144426
- Park Avenue Securities LLC– · 15 yearsMiddleton, WI · Adviser representative · Firm CRD 46173
- Axa Advisors, LLC– · under a yearMilwaukee, WI · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Joseph Onopa is registered as an investment adviser representative in Wisconsin, since September 2024.
- WisconsinSince 13 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2008 |
| Series 66 | Uniform Combined State Law Examination | 9 April 2003 |
| Series 7 | General Securities Representative Examination | 19 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Allen Onopa
- CRD
- 4226294
- Firm
- Tactive Advisors · CRD 309311
- Office
- Middleton, WI
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Onopa work?
Joseph Onopa is an investment adviser representative registered through Tactive Advisors, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Onopa a financial advisor?
Yes. Joseph Onopa has a current investment-adviser registration in Wisconsin, through Tactive Advisors since September 2024.
How many years of experience does Joseph Onopa have?
Joseph Onopa has 23 years in the financial industry, since April 2003, across 4 adviser firms.
What exams has Joseph Onopa passed?
Joseph Onopa has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in March 2003. FINRA credited Joseph Onopa with the SIE, which began in October 2018.
Where did Joseph Onopa work before Tactive Advisors?
Before Tactive Advisors, Joseph Onopa was registered through Park Avenue Securities LLC, November 2006 to December 2021; Axa Advisors, LLC, March 2004 to March 2004.
Where is Joseph Onopa based?
Joseph Onopa’s registered office is in Middleton, WI.
Is Joseph Onopa registered with FINRA?
No. Joseph Onopa has no current broker registration.
How can I verify Joseph Onopa’s record?
Search CRD 4226294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Onopa’s full registration record.
- Joseph GissyCo-Manager, CEO and CCO
- James VitalieCo-Manager