Investment adviser representative · Platform Technology Partners

Joseph D. Spina

CRD 6598280 · Locust Valley, NY

At a glance

Joseph D. Spina is an investment adviser representative with Platform Technology Partners in Locust Valley, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2022, about 4 years ago.

Current advisory firm

Platform Technology PartnersSince September 2022Locust Valley, NY · $1.2B in regulatory assets

SEC adviser record

Registered since: 2022 (4 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Joseph’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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