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Current Employers
William Joseph Capital Management, Inc.

210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2016-01-28
  • CT RA
    APPROVED
    Since 2016-01-28

Branch Locations

Madison, CT • 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
William Joseph Capital Management Llc Madison CT 01/2016 Present
Dean Anatra Cpa, Llc Madison CT 07/1996 Present
Brightbooks Shoreline, Llc Madison CT 12/2018 Present
  • 01/2016 → Present
    William Joseph Capital Management Llc
    Madison, CT
  • 07/1996 → Present
    Dean Anatra Cpa, Llc
    Madison, CT
  • 12/2018 → Present
    Brightbooks Shoreline, Llc
    Madison, CT
Other Businesses

Mr. Dean Anatra is a an owner of a CPA practice and a 25% member in Brightbooks Shoreline, LLC (a bookkeeping company.) formed in December 2018.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-28
  • S65 Uniform Investment Adviser Law Examination
    2016-01-28

View on SEC IAPD

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