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Randall Scott Joselit

Joselit Asset Management

Phoenix, AZ

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Current Employers
Joselit Asset Management

1363 Shermer Road Suite 325, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-07-15
  • AZ RA
    APPROVED
    Since 2014-07-15

Branch Locations

1430 E. Missouri Ave, Phoenix, AZ 85014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Randall S, Joselit Cpa, Pc Phoenix AZ 09/1989 Present
New York Life Insurance Co Scottsdale AZ 10/2006 Present
Nylife Securities Scottsdale AZ 10/2006 Present
  • 09/1989 → Present
    Randall S, Joselit Cpa, Pc
    Phoenix, AZ
  • 10/2006 → Present
    New York Life Insurance Co
    Scottsdale, AZ
  • 10/2006 → Present
    Nylife Securities
    Scottsdale, AZ
Other Businesses

1) RANDALL S JOSELIT CPA PC-NIR, 1430 E MISSOURI AVE, STE 105 PHX AZ 85014 CPA FIRM. OWN/PRES 09/89 TO PREST. APPX 150 HRS MTH. APPRX 26 HRS WKLY DUR TRDG HRS. CONST W/CLTS, PROVIDE TRADL FINANC/TAX SERVS TO IND,EST,TRUSTS,PRTE HELD BUS. 2) J&W LLC, 1430 E MISSOURI AVE, #105, PHX AZ 85014, NIR, LAND INVEST MEXICO, MBR/OWNER, 0 HRS DUR TRADE, LAND INVEST IN MEXICO, RAW LAND DEVELOPED LATER. START 1/05 3)JOSELIT ASSET MGT, LLC, NIR, CONSULT FIRM, SOLE MBR, START 4/00, 2 HRS MTH, 0 DURING SEC TRADE HRS. CONSULT W/INDIVID &/OR ENTITIES ABOUT FINS, FAM/FIN DECISIONS. 5) GC PRESCOTT RESORT LLC, 909 FRIENDLY PINES RD, PRESCOTT AZ, NIR, SM BED/BRKFAST, MEMB 99%, START 10/02, 2 HRS PER MTH, 0 HR DUR TRADE. INSURANCE BROKERING, AGENT MARKETS NON-REGISTERED PRODUCTS OUTSIDE NYL 6) 2% LIMITED PARTNER OF NEW ULM ASSOCIATES, LP. PARTNERSHIP INVESTS IN COMERCIAL PROPERTY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-24
S63 Uniform Securities Agent State Law Examination 2000-01-21
  • S65 Uniform Investment Adviser Law Examination
    2014-02-24
  • S63 Uniform Securities Agent State Law Examination
    2000-01-21
Other Names
  • Randall Slott Joselit

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