Joseph Samuel Cone

Current Employers

Employment History

• 10/2013 → 06/2023
  Lpl Financial Llc
  Greensboro, NC
• 04/2023 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2014-01-13 → 2023-04-25
  Lpl Financial Llc
  Greensboro, NC
  Greensboro, NC

Other Businesses

1. Cone Insurance, LLC, Sale of fixed insurance products with various carriers, investment related, at reported business location, start 2014, salesperson for non-variable insurance products. 2. HC & BC, LLC - non-investment Related - Home Based - Business entity for marketable investments, Started 06/01/17 - 1 Hour Per Month During Securities Trading, member. 3. 04/26/2023 - Cone Wealth - Investment Related - At Reported Business Location(s) - DBA for insurance and investment advisory business - IAR - Start Date 04/01/2023 - 40 Hours Per Month/40 Hours During Securities Trading 4. Greensboro Symphony Endowment Fund, non-investment related, 200 N. Davie St, Suite 301, Greensboro, NC 27401, charitable foundation, start 06/2019, board member, 1 hour per month 5. NC Justice Center, non-investment related, 224 S. Dawson St, Raleigh, NC 27601, nonprofit organization, start 01/2021, board member and treasurer, 3 hours per month. 6. Jewish Foundation of Greensboro, non-investment related, 5509-C W Friendly Ave, Greensboro, NC 27410, charitable foundation, start 07/2022, Board Member/Board Chair/Investment Committee Member, 10 hours per month, 5 hours per month during trading hours. 7. Moses Cone--Wesley Long Community Health Foundation DBA Cone Health Foundation, non-investment related, 324 West Wendover Ave., Suite 170, Greensboro, NC 27408, Charitable Foundation, start 01/2021, Board Member/Investment Committee Member, 5 hours per month. 8. White Oak Cemetery, not investment related, 901 Sixteenth St, Greensboro, NC 27405, family cemetery, start 09/2015, Trustee, 1 hour per month. 9. R.B. Terry Charitable Foundation, Inc, non-investment related, 500 E Green Dr, Ste 100, High Point, NC 27260, Private Charitable Foundation, start 11/2024, Investment Committee Member, 2 hour per month, 1 hour per month during trading hours. 10. Krite Sake LLC, investment related, 701 Kemp Rd W Greensboro, NC 27410, Real Estate Holding Company, Manager, Start Date 11/025, 1 hour per month, 0 during trading hours, Leasing for Cone Wealth. 11. SVARA, not investment related, 4411 N Ravenswood Ave, Suite 300 Chicago, IL 60640, Nonprofit Board Member, Board Member, 01/2026, 2 hour per month, 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-13
• S63 Uniform Securities Agent State Law Examination
  2013-11-01

Other Names

• Joseph Cone