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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-08-22 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Capital Corporation | Danbury | CT | 08/1998 | 08/2018 |
| Health Insurance Quote Services, Inc.(Dba Hiqs) | Bethel | CT | 01/1996 | Present |
| William Joseph Capital Management Llc | Bristol | CT | 08/2017 | Present |
1) Health Insurance Quote Services, Inc.; not Investment Related : Yes; Bethel, CT 06801; Life and health insurance and Annuities; President; President and Owner; 1996-01-01; Hours devoted to business during trading hours : 150 2) AAA Retire, LLC. Owner; not investment-related. Educational and marketing only for insurance. No revenue or fees received. Started 2017. 7 hours per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-07 |
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