Joseph Francis Willwerth

Current Employers

Employment History

• 04/1991 → 03/2018
  Signator Investors, Inc.
  Boston, MA
• 03/2018 → Present
  Aspencross Wealth Management, Inc.
  Westborough, MA
• 01/2016 → 03/2018
  Signator Investors, Inc.
  Westborough, MA
• 03/2018 → 03/2020
  Triad Advisors
  Norcross, GA

Previous Registrations

• 2012-01-20 → 2018-03-14
  Signator Investors, Inc.
  Westborough, MA
  Westborough, MA

Other Businesses

1)AspenCross Wealth Management,Inc;investment related;1400 Computer Drive,Westborough,MA 01581;registered investment advisor,insurance brokerage;IAR,Chief Operations Officer,financial planner;1/2016;120 hrs/month;6 hrs during trading;administrative duties,provide investment advice,financial planning & consulting,insurance broker-fixed insurance products,life,disability,ltc,etc. 2)iPolicyQuote,Inc;investment related;1400 Computer Drive,Westborough,MA 01581;insurance brokerage;part owner;3/2014;.5 hrs/month;0 hrs during trading;administrative duties,insurance broker-fixed insurance products,life,disability,ltc,etc. 3)iPolicy Brokerage,Inc;investment related;1400 Computer Drive,Westborough,MA 01581;insurance brokerage;president,part owner;3/2014;4 hrs/month;0 hrs during trading;administrative duties,insurance broker-fixed insurance products,life,disability,ltc,etc

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-22
• S63 Uniform Securities Agent State Law Examination
  1991-04-15

Designations

Other Names

• Joseph F Jr Willwerth