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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-06 |
| TX | RA | APPROVED | 2016-01-27 |
| CT | RA | APPROVED | 2015-06-23 |
Branch Locations
Southington, CT • United States
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Joseph Capital Management Llc | Bristol | CT | 04/2015 | Present |
| Wealth Preservation Specialists, Llc | Bristol | CT | 05/2015 | Present |
| E&S Holdings | Crescent Springs | KY | 01/2019 | 01/2019 |
1) Wealth Preservation Specialist, LLC (dba Willam Joseph insurance)- part owner. vehicle for sharing insurance revenue between the two owners. not investment-related. Does not sell or service insurance products. Started Sep 2015. 10 hours per month. 2) Investipal, Inc. - advisor. startup in Toronto, Ontario. Investment-related. provides advisory services for a new venture and sits on the advisory board. Started Aug 2024. 5 hours per month 3) William Joseph Tax Strategies, Inc.; not investment-related. 210 Redstone Hill Road, Suite 5, Bristol, CT. 06010. Provides tax advice and tax preparation services. Part-owner; started July 1, 2025. Devote 4 hours per month during trading hours. Managing partner, but does not participate in the company's day-to-day activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-29 |
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