Alexander F Rascionato

Current Employers

William Joseph Capital Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-08-10

FL RA
APPROVED

Since 2024-08-10

Branch Locations

New Port Richey, FL • United States

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

400 N Ashley Drive, Suite 1900, Tampa, FL 33602 • 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
Gradient Advisors Llc	Arden Hills	MN	05/2021	08/2024
Cma Health Agency	Tampa	FL	11/2010	Present
Cma	Tampa	FL	10/2010	Present

05/2021 → 08/2024

Gradient Advisors Llc

Arden Hills, MN
11/2010 → Present

Cma Health Agency

Tampa, FL
10/2010 → Present

Cma

Tampa, FL

Previous Registrations

2021-06-04 → 2024-08-05

Gradient Advisors, Llc

Tampa, FL

Arden Hills, MN

Other Businesses

1. CMA Health Agency (dba of CMA Financial Group); Investment Related: 400 N Ashley Dr, Suite 1900, Tampa, FL 33602; Medicare Supp/Advantage plans/Indv health; Agent; Start date 10/2010; 160hr/mo 2. CMA Financial Group; Investment Related; 400 N Ashley Dr, Suite 1900, Tampa, FL 33602; Income planning w/ Insurance producers; Agent; Start date 10/2010; 160 hr/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-16

S65 Uniform Investment Adviser Law Examination

2021-03-16

View on SEC IAPD