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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-11-05 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
2836 Malvern Ave Suite G, Hot Springs, AR 71901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolmgren Retireplan Inc. | Chicago | IL | 05/2015 | 12/2021 |
| Prince & Tuohey | Hot Springs | AR | 09/2015 | 12/2020 |
| Garland & Greenwood Cpa & Advisors | Hot Springs | AR | 01/2021 | 08/2024 |
| Garland & Greenwood Wealth Advisors | Little Rock | AR | 01/2022 | 06/2025 |
| Jmt Accounting & Wealth Services, Ltd | Hot Springs | AR | 08/2024 | 06/2025 |
| William Joseph Tax Strategies, Llc | Hot Springs | AR | 07/2025 | Present |
| William Joseph Capital Management, Inc. | Hot Springs | AR | 07/2025 | Present |
William Joseph Tax Strategies, LLC, not investment-related. Accounting and Tax Services, 2836 Malvern Ave, Suite G, Hot Springs, AR. Partner, effective 7/1/2025. Full-time, during trading hours. This is an affiliate of William Joseph Capital Management, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-28 |
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