Joseph James Greene

Current Employers

Goldstein Advisors, Llc

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-06-28

WI RA
APPROVED

Since 2023-06-28

Branch Locations

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • 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
Goldstein Advisors, Llc	Madison	WI	01/2023	Present
University Of Wisconsin Hospital And Clinics	Madison	WI	07/1991	12/2022
Orthovise Llc	Madison	WI	07/2011	Present
Goldstein Advisors, Llc	Madison	WI	06/2023	Present

01/2023 → Present

Goldstein Advisors, Llc

Madison, WI
07/1991 → 12/2022

University Of Wisconsin Hospital And Clinics

Madison, WI
07/2011 → Present

Orthovise Llc

Madison, WI
06/2023 → Present

Goldstein Advisors, Llc

Madison, WI

Other Businesses

***OrthoVise LLC; not investment related; Madison, WI, Healthcare consulting; CEO and Owner; Start: 07/2011; approximately 10 hours/month devoted to business; provide Health Care Consulting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-19

S65 Uniform Investment Adviser Law Examination

2023-05-19

View on SEC IAPD

Current Employers

Goldstein Advisors, Llc

Disclosures

Employment History

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