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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JOSEPH MICHAEL PISCIONE

Advisor at HELMSTAR WEALTH MANAGEMENT

BOISE, ID

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HELMSTAR WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 14, 2004
First registration: Aug 16, 2004
Dual registered: no
Other names: JOE PISCIONE
IAPD individual key: 4807088

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HELMSTAR WEALTH MANAGEMENT	Independent wealth	Oct 1, 2013	n/a	yes	BOISE, ID	Current employment
TREK FINANCIAL	Independent wealth	Nov 10, 2008	Oct 1, 2013	no	BOISE, ID	Previous registration
TREK FINANCIAL	Independent wealth	Dec 19, 2005	Sep 10, 2007	no	SCOTTSDALE, AZ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 4, 2005	Oct 9, 2013	no	EAGLE, ID\|BOISE, ID	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 16, 2004	Sep 8, 2005	no	NAMPA, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	TREK FINANCIAL	Oct 9, 2013	Dec 19, 2005	-2,851	Firm change after gap	Other
TREK FINANCIAL	HELMSTAR WEALTH MANAGEMENT	Oct 1, 2013	Oct 1, 2013	0	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	EQUITABLE ADVISORS, LLC	Sep 8, 2005	Oct 4, 2005	26	Firm change	Other

Relationships

Registered with (4)

→ HELMSTAR WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 1, 2013 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 4, 2005 to Oct 9, 2013factForm ADV
→ TREK FINANCIALRegistered adviserregistration: previous registration
Nov 10, 2008 to Oct 1, 2013factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 16, 2004 to Sep 8, 2005factForm ADV

Dated events

No dated event names this entity yet.