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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 | 2022-10-27 |
| RI | RA | APPROVED | 2022-10-27 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
174 Bellevue Avenue Ste 211, Newport, RI 02840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 03/2010 | 08/2018 |
| Securities America Advisors | Lavista | NE | 03/2010 | 08/2018 |
| Etico Wealth Management Llc | Clifton Park | NY | 08/2018 | 10/2022 |
| Etico Partners, Llc | Clifton Park | NY | 08/2018 | 04/2020 |
| Benchmark Investments, Inc | Stockbridge | GA | 04/2020 | 01/2022 |
| Etico Partners Llc | Clifton Park | NY | 01/2022 | 04/2023 |
| William Joseph Capital Management, Llc | Bristol | CT | 10/2022 | Present |
1). Menninger Financial Services, LLC, dba Waypoint Wealth Planning and Investment Advisors. Owner, Iinvestment related. Insurance sales, started 2010. 10 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
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