Joseph Allen Luchini
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (10)
- Series 52TOSIESeries 31Series 7Series 53Series 10Series 9Series 24Series 65Series 63
- Registered states (26)
- Arkansas · California · Florida · Georgia · Idaho · Illinois · Louisiana · Maryland · Massachusetts · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Utah · Washington · West Virginia · Wisconsin
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (15)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Raymond James Financial Services Advisors, IncBoca Raton, FL · IA capacityApr 23, 2024 → Jan 9, 2026
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Raymond James Financial Services, Inc.Boca Raton, FL · BC capacityApr 19, 2024 → Jan 9, 2026
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Synovus Securities, Inc.Stuart, FL · IA capacityApr 8, 2019 → Dec 21, 2023
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Synovus Securities, Inc.Stuart, FL · BC capacityApr 1, 2019 → Dec 21, 2023
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Suntrust Advisory Services, Inc.Stuart, FL · IA capacitySep 16, 2016 → Apr 1, 2019
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Suntrust Investment Services, Inc.Stuart, FL · BC capacitySep 7, 2005 → Apr 1, 2019
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Suntrust Investment Services, Inc.Stuart, FL · IA capacitySep 8, 2005 → Dec 31, 2016
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Citigroup Global Markets Inc.West Palm Beach, FL · IA capacityNov 2, 2001 → Sep 16, 2005
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Citigroup Global Markets Inc.New York, NY · BC capacityNov 1, 2001 → Sep 16, 2005
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Quick & Reilly, Inc.New York, NY · BC capacityJul 31, 1998 → Nov 14, 2001
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Muriel Siebert & Co., Inc.New York, NY · BC capacityNov 10, 1997 → Aug 5, 1998
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National Discount BrokersOmaha, NE · BC capacityNov 7, 1995 → Oct 28, 1997
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Fin-Atlantic Securities, Inc.Jupiter, FL · BC capacityOct 17, 1994 → May 22, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.