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Joseph Thomas Ghidossi

Threadline Wealth

San Francisco, CA

Bellevue, WA

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Current Employers
Threadline Wealth

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
WA RA APPROVED 2018-10-11
  • CA RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2018-10-11

Branch Locations

101 Second Street Suite 900, San Francisco, CA 94105 • United States

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • 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
Charles Schwab & Co.,Inc. San Francisco CA 06/2010 09/2018
Charles Schwab Bank Sam Francisco CA 06/2012 09/2018
Moss Adams Wealth Advisors Llc San Francisco CA 09/2018 Present
  • 06/2010 → 09/2018
    Charles Schwab & Co.,Inc.
    San Francisco, CA
  • 06/2012 → 09/2018
    Charles Schwab Bank
    Sam Francisco, CA
  • 09/2018 → Present
    Moss Adams Wealth Advisors Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-10
S63 Uniform Securities Agent State Law Examination 2010-09-08
  • S66 Uniform Combined State Law Examination
    2012-09-10
  • S63 Uniform Securities Agent State Law Examination
    2010-09-08
Designations
Other Names
  • Joseph Ghidossi
  • Joseph T Ghidossi
  • Joseph Thomas Ghidoss
  • Joe Ghidossi

View on SEC IAPD

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VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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