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Inactive

Josiah Warren Fornelli

Wellington Investment Advisors

Bloomington, IN

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Current Employers
Wellington Investment Advisors

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-19
  • IN RA
    APPROVED
    Since 2025-08-19

Branch Locations

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • 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
Wellington Investment Advisors Bloomington IN 08/2024 Present
Sovereign Tap Plainfield IL 09/2022 08/2023
Oberweis Plainfield IL 10/2021 06/2022
Full Time Student Plainfield IL 09/2011 06/2023
Unemployed Bloomington IN 09/2023 07/2024
Siegel's Cottonwood Farm Crest Hill IL 09/2020 11/2020
  • 08/2024 → Present
    Wellington Investment Advisors
    Bloomington, IN
  • 09/2022 → 08/2023
    Sovereign Tap
    Plainfield, IL
  • 10/2021 → 06/2022
    Oberweis
    Plainfield, IL
  • 09/2011 → 06/2023
    Full Time Student
    Plainfield, IL
  • 09/2023 → 07/2024
    Unemployed
    Bloomington, IN
  • 09/2020 → 11/2020
    Siegel's Cottonwood Farm
    Crest Hill, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-07-26

View on SEC IAPD

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