Best Investors
Account
Sign in
Best Investors
Account
Sign in
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-17 |
| RI | RA | APPROVED | 2024-09-06 |
Branch Locations
East Greenwich, RI • United States
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2020 | 08/2022 |
| Capital Market Access, Llc. | Laguna Hills | CA | 04/2019 | 04/2020 |
| Convectium | Rancho Santa Margarita | CA | 01/2018 | 04/2019 |
| Alphawave Mindfulness For Leadership (Self Employed) | Solana Beach | CA | 01/2016 | 12/2017 |
| San Dieguito Union High School District | Encinitas | CA | 11/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Worth | FL | 08/2022 | 06/2023 |
| Bank Of America N.A. | Lake Worth | FL | 10/2022 | 06/2023 |
| Pruco Securities, Llc. | Warwick | RI | 06/2023 | 11/2023 |
| The Prudential Insurance Company Of America | Warwick | RI | 06/2023 | 11/2023 |
| American United Life | Providence | RI | 10/2023 | 09/2024 |
| Oneamerica Securities | Providence | RI | 12/2023 | 09/2024 |
| William Joseph Capital Management, Inc. | Bristol | CT | 09/2024 | Present |
1) Won Strategy, 1314 Fall River Ave, Seeking, MA. Business Consultant, not investment-related. Started 8/2024. 30 hours per month during trading hours. 2) Sales of Non-variable insurance products (fixed life, fixed annuities). Started 8/2024. 20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
Reach out to this advisor