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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 | 2022-08-05 |
| CT | RA | APPROVED | 2020-04-14 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Palm Coast, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Investment Services, Inc. | Bristol | CT | 07/1999 | 07/2018 |
| Lpl Financial Llc | Bristol | CT | 10/2011 | 07/2018 |
| William Joseph Capital Management, Llc | Bristol | CT | 04/2020 | Present |
| The Producers Firm | Bristol | CT | 12/2019 | Present |
| Ancile Solutions | Eldridge | MD | 07/2018 | 12/2019 |
1) The Producers Firm, Investment Related, Bristol CT, Insurance sales, Insurance Wholesaler, 12/2019, 80 hours a month. 2) AAA Retire, LLC. Agent; not investment-related. Educational and marketing only for insurance. No revenue or fees received. Started 2019. 5 hours per month, not during trading hours. 3) Benchmark Retirement Plan Consulting, PLLC; June 2023. This is an entity set up for collection of annuity overrides earned from The Producers Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-16 |
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