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Current Employers
Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-08
  • CA RA
    APPROVED
    Since 2025-01-08

Branch Locations

San Jose, CA • United States

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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
Fis Brokerage & Securities Services Llc San Francisco CA 01/2014 04/2017
Fis Global Trading San Francisco CA 03/2013 04/2017
Big Stunna Llc Oakland CA 07/2018 07/2018
Paramount Television Vallejo CA 08/2018 01/2020
Legendary Features Productions Us Llc San Francisco CA 11/2018 11/2018
Cbs Films San Francisco CA 01/2019 02/2019
Campbell-Ewald Company Sonoma CA 04/2019 04/2019
Concept Services San Francisco CA 11/2019 06/2024
Another Planet Entertainment San Francisco CA 07/2022 12/2024
Av Images San Francisco CA 05/2024 12/2024
Coast To Coast Production Support San Francisco CA 08/2022 08/2022
Creative Technology Dba Avts San Francisco CA 06/2024 06/2024
Diversified Stage San Francisco CA 06/2024 07/2024
Employco Usa Ii Inc. San Francisco CA 07/2023 07/2023
Encore Group (Usa) Llc San Francisco CA 08/2023 04/2024
Event Technology Services (Ets) San Francisco CA 03/2022 03/2022
Freeman Audio Visual Solutions, Llc San Francisco CA 03/2022 10/2023
Gws Arena Llc San Francisco CA 07/2022 10/2023
Hartman Studios San Francisco CA 06/2022 06/2022
Hughston Engineering Inc San Francisco CA 09/2023 09/2023
Island Creative Management San Francisco CA 09/2022 09/2022
Live Box Digital, Llc San Francisco CA 05/2024 05/2024
Live Nation San Francisco CA 05/2019 07/2023
Lrm San Francisco CA 11/2023 11/2023
Manor Hill Productions San Francisco CA 08/2022 08/2022
Mccune Audio Video Lighting San Francisco CA 08/2023 07/2024
Ybca Yerba Buena Center For The Arts San Francisco CA 05/2019 05/2019
Standard Party Rentals San Francisco CA 05/2023 05/2024
Ellis Investment Partners, Llc San Jose CA 01/2025 Present
Polk & Vallejo, Llc San Francisco CA 04/2017 09/2023
Self Employed - Actor Sacramento CA 03/2023 03/2023
Dope Queens Film Llc San Francisco CA 11/2021 11/2021
Cmc / Forecast, Inc. San Francisco CA 12/2019 12/2019
Freelance Restorations, Llc San Francisco CA 11/2020 01/2021
Holy Toledo Films Inc. Oakland CA 12/2021 03/2023
Legendary Features Productions Llc Sonoma CA 11/2018 11/2018
Warner Brothers Pictures Sacramento CA 01/2024 02/2024
Sclera Pictures Llc San Francisco CA 05/2024 05/2024
Showtime Networks Inc San Francisco CA 11/2021 12/2021
Sm Film Productions, Inc. San Francisco CA 02/2020 03/2020
Tbwa Advertising, Inc. Hollister CA 12/2019 12/2019
Twentieth Century Fox Film Corp Sausalito CA 08/2022 09/2022
Universal Television, Llc San Francisco CA 02/2024 05/2024
Village Nb Productions Llc San Francisco CA 05/2021 06/2021
Waving Cat Productions San Francisco CA 01/2022 01/2022
  • 01/2014 → 04/2017
    Fis Brokerage & Securities Services Llc
    San Francisco, CA
  • 03/2013 → 04/2017
    Fis Global Trading
    San Francisco, CA
  • 07/2018 → 07/2018
    Big Stunna Llc
    Oakland, CA
  • 08/2018 → 01/2020
    Paramount Television
    Vallejo, CA
  • 11/2018 → 11/2018
    Legendary Features Productions Us Llc
    San Francisco, CA
  • 01/2019 → 02/2019
    Cbs Films
    San Francisco, CA
  • 04/2019 → 04/2019
    Campbell-Ewald Company
    Sonoma, CA
  • 11/2019 → 06/2024
    Concept Services
    San Francisco, CA
  • 07/2022 → 12/2024
    Another Planet Entertainment
    San Francisco, CA
  • 05/2024 → 12/2024
    Av Images
    San Francisco, CA
  • 08/2022 → 08/2022
    Coast To Coast Production Support
    San Francisco, CA
  • 06/2024 → 06/2024
    Creative Technology Dba Avts
    San Francisco, CA
  • 06/2024 → 07/2024
    Diversified Stage
    San Francisco, CA
  • 07/2023 → 07/2023
    Employco Usa Ii Inc.
    San Francisco, CA
  • 08/2023 → 04/2024
    Encore Group (Usa) Llc
    San Francisco, CA
  • 03/2022 → 03/2022
    Event Technology Services (Ets)
    San Francisco, CA
  • 03/2022 → 10/2023
    Freeman Audio Visual Solutions, Llc
    San Francisco, CA
  • 07/2022 → 10/2023
    Gws Arena Llc
    San Francisco, CA
  • 06/2022 → 06/2022
    Hartman Studios
    San Francisco, CA
  • 09/2023 → 09/2023
    Hughston Engineering Inc
    San Francisco, CA
  • 09/2022 → 09/2022
    Island Creative Management
    San Francisco, CA
  • 05/2024 → 05/2024
    Live Box Digital, Llc
    San Francisco, CA
  • 05/2019 → 07/2023
    Live Nation
    San Francisco, CA
  • 11/2023 → 11/2023
    Lrm
    San Francisco, CA
  • 08/2022 → 08/2022
    Manor Hill Productions
    San Francisco, CA
  • 08/2023 → 07/2024
    Mccune Audio Video Lighting
    San Francisco, CA
  • 05/2019 → 05/2019
    Ybca Yerba Buena Center For The Arts
    San Francisco, CA
  • 05/2023 → 05/2024
    Standard Party Rentals
    San Francisco, CA
  • 01/2025 → Present
    San Jose, CA
  • 04/2017 → 09/2023
    Polk & Vallejo, Llc
    San Francisco, CA
  • 03/2023 → 03/2023
    Self Employed - Actor
    Sacramento, CA
  • 11/2021 → 11/2021
    Dope Queens Film Llc
    San Francisco, CA
  • 12/2019 → 12/2019
    Cmc / Forecast, Inc.
    San Francisco, CA
  • 11/2020 → 01/2021
    Freelance Restorations, Llc
    San Francisco, CA
  • 12/2021 → 03/2023
    Holy Toledo Films Inc.
    Oakland, CA
  • 11/2018 → 11/2018
    Legendary Features Productions Llc
    Sonoma, CA
  • 01/2024 → 02/2024
    Warner Brothers Pictures
    Sacramento, CA
  • 05/2024 → 05/2024
    Sclera Pictures Llc
    San Francisco, CA
  • 11/2021 → 12/2021
    Showtime Networks Inc
    San Francisco, CA
  • 02/2020 → 03/2020
    Sm Film Productions, Inc.
    San Francisco, CA
  • 12/2019 → 12/2019
    Tbwa Advertising, Inc.
    Hollister, CA
  • 08/2022 → 09/2022
    Twentieth Century Fox Film Corp
    Sausalito, CA
  • 02/2024 → 05/2024
    Universal Television, Llc
    San Francisco, CA
  • 05/2021 → 06/2021
    Village Nb Productions Llc
    San Francisco, CA
  • 01/2022 → 01/2022
    Waving Cat Productions
    San Francisco, CA
Previous Registrations
Other Businesses

(1.) SAG-AFTRA San Francisco-Norther California - Labor Union; Member of the Board of Directors for; approx. 10 hours per month. Not investment related. Not during trading hours. (2.) Hunters Point Biomonitoring Foundation; Member of the Board of Directors; approx. 5 hours per month. Not investment related. Not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
S66 Uniform Combined State Law Examination 2007-08-17
S63 Uniform Securities Agent State Law Examination 1991-03-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19
  • S66 Uniform Combined State Law Examination
    2007-08-17
  • S63 Uniform Securities Agent State Law Examination
    1991-03-05
Other Names
  • Joseph Mcginely
  • Joe Mcginley

View on SEC IAPD

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