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Joseph Andrew Matelich

Physician Advising LLC

Newport, WA

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Current Employers
Physician Advising Llc

Newport, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-29
WA RA APPROVED 2020-07-08
CO RA APPROVED 2017-07-21
  • TX RA
    APPROVED_RES
    Since 2024-03-29
  • WA RA
    APPROVED
    Since 2020-07-08
  • CO RA
    APPROVED
    Since 2017-07-21

Branch Locations

Newport, WA • 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
Backroads Salt Lake City UT 06/2016 10/2016
Rosecap Investment Advisors, Llc Grand Junction CO 11/2016 05/2017
Backroads Salt Lake City UT 05/2017 10/2017
Physician Advising Llc Grand Junction CO 05/2017 06/2019
Physician Advising Llc Spokane WA 07/2019 06/2020
Physician Advising Llc Newport WA 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-05
S63 Uniform Securities Agent State Law Examination 2011-05-03
  • S65 Uniform Investment Adviser Law Examination
    2017-01-05
  • S63 Uniform Securities Agent State Law Examination
    2011-05-03

View on SEC IAPD

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