William Jay Goldsmith

Current Employers

Employment History

• 07/2013 → 09/2023
  Sagepoint Financial
  Middleborough, MA
• 09/2023 → 02/2026
  Osaic Wealth, Inc.
  Middleborough, MA
• 02/2026 → Present
  Gateway Wealth Partners. Llc
  Middleborough, MA

Previous Registrations

• 2023-09-01 → 2026-03-03
  Osaic Wealth, Inc.
  Middleborough, MA
• 2013-07-24 → 2023-09-01
  Osaic Services, Inc.
  Middleborough, MA
  Scottsdale, AZ
• 2013-04-16 → 2013-08-12
  Cambridge Investment Research Advisors, Inc.
  Middleboro, MA
• 2004-08-04 → 2009-06-29
  Mutual Service Corporation
  Middleborough, MA

Other Businesses

1.) LIFETIME FINANCIAL STRATEGIES, LLC. OWNER; INVESTMENT RELATED; 21 MEADOWLARK DR. MIDDLEBOROUGH, MA 02346. START DATE 1995;APPROX HRS 120; SEC/HRS 120; INSURANCE SALES AND SERVICE. 2.) EROCK TAX POSITION: Vice President of Insurance Services NATURE: Erock Tax is a CPA practice setup as a sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/24/2014 ADDRESS: 61 Water Street, #2, Newburyport MA 01950, United States DESCRIPTION: I will handle the life, disability and long term care insurance needs for the clients of the Erock Tax. 3) FOCUSED VISION POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2019 ADDRESS: 21 Meadowlark Drive, MIDDLEBORO MA 02346, United States DESCRIPTION: I will be posting Youtube and Facebook videos along with messages on Twitter, Instagram and LinkedIn discussing personal development. Another goal will be to conduct interviews with thought leaders in the areas of health and wellness, fitness, nutrition, entrepreneurship, medicine and technology, spirituality and meditation. 4) F.I. PATNODE INSURANCE POSITION: Life and Health Insurance Specialist NATURE: Property and Casualty Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/13/2021 ADDRESS: 396 Washington Street, Boston MA 02135, United States DESCRIPTION: I will act as the life and health insurance specialist for the agency. It will provide me with the opportunity to meet many of the agency's existing customers. 5) WILLIAM J. GOLDSMITH POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 21 Meadowlark Drive, Middleborough MA 02346, United States DESCRIPTION: Business Consulting to include: Corporate Strategy Market Research Exit Planning Development of job descriptions Compensation review Process review Capital expenditure review 6) THE MEADOWS CONDOMINIUM TRUST POSITION: Trustee NATURE: It is the homeowner's association where I live with my family. I would like to take an active role in understanding how decisions are made for the benefit of all homeowners. The only way for me to do so is to become a member of the board of trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Mercantile Property Management, PO Box 790, Buzzards Bay MA 02532, United States DESCRIPTION: As a trustee, I will help to make decisions regarding service providers, meet with homeowners to discuss their concerns and review financial data. I will not have access to or control over any monies or accounts held by the trust. That is the purview of the management company, Mercantile Property Management. 7) CONGREGATION AGUDATH ACHIM POSITION: Board Member NATURE: Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2023 ADDRESS: 36 Winthrop Street, Taunton MA 02780, United States DESCRIPTION: I will be a member of the board. As such, I will participate in the decision making and strategic planning for the temple. 8) THE QUESTION GAME POSITION: Owner NATURE: It will be a sole proprietorship for now. I am only in the research stage at this point. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2025 ADDRESS: 21 Meadowlark Drive, Middleborough MA 02346, United States DESCRIPTION: I originally had a game idea for my family and thought it may offer a benefit to other families. So, I am looking into turning it into a game application.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-20

Designations

Other Names

• William J Goldsmith
• Bill Goldsmith