Joseph Steven Porto

Current Employers

Employment History

• 05/1990 → 11/2018
  John Hancock Mutual Life Insurance Co.
  Buffalo, NY
• 05/1990 → 11/2018
  Signator Investors, Inc.
  Williamsville, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Other Businesses

1) MEMBER- BOARD OF DIRECTORS- ASPIRE POSITION: board member NATURE: Volunteer board member of non-profit group INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2018 ADDRESS: 2356 North Forest Rd, Getzville NY 14068, United States DESCRIPTION: volunteer member for nonprofit for disabled children and adults. 2) 5794 MAIN LLC POSITION: partner NATURE: real estate partnership managing this property and rent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2012 ADDRESS: 5794 Main St, Williamsville NY 14221, United States DESCRIPTION: management of property and rent 3) JSP HOLDINGS OF WNY POSITION: owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2016 ADDRESS: 5794 Main St, Williamsville NY 14221, United States DESCRIPTION: payroll/expense processing 4) GOODWIN INSURANCE AND WEALTH MANAGEMENT POSITION: Registered Representative NATURE: Insurance Agency, Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/11/2022 ADDRESS: 5794 Main St, Williamsville NY 14051, United States DESCRIPTION: sales/marketing of securities and insurance products 5) INSURANCE BROKER POSITION: representative NATURE: insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/01/1999 ADDRESS: 5794 Main St, Williamsville NY 14221, United States DESCRIPTION: general insurance brokerage sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-18