AUMdb
JA

Joseph Anthony Tabaka

CRD 4047240 Certified Financial Planner

Firms

FirmRoleAs of
Confluence Wealth Services, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗