Joseph Thomas Koster

Current Employers

Sorfis Investments, Llc

155 Main St, Chardon, OH 44024 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-05-12
NC	RA	APPROVED	2019-01-25

OH RA
APPROVED

Since 2023-05-12
NC RA
APPROVED

Since 2019-01-25

Branch Locations

155 Main St, Chardon, OH 44024 • 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

Organization	City	State	From	To
Sorfis Investments, Llc	Charlotte	NC	01/2019	Present
Boyles Asset Management, Llc	Charlotte	NC	04/2013	12/2018

01/2019 → Present

Sorfis Investments, Llc

Charlotte, NC
04/2013 → 12/2018

Boyles Asset Management, Llc

Charlotte, NC

Previous Registrations

2011-12-15 → 2013-04-26

Chanticleer Investment Partners, Llc

Charlotte, NC

Other Businesses

Value Investing World Newsletter; investment related: No; Charlotte, NC 28277; newsletter; Editor; compile links and edit content.; Start date with business: 2020-05-28; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 20

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-27

S65 Uniform Investment Adviser Law Examination

2018-08-27

View on SEC IAPD

Current Employers

Sorfis Investments, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews