Joseph Elzie Goss

Current Employers

Employment History

• 10/1997 → 06/2020
  J.E. Goss, Llc
  Bristol, CT
• 04/2015 → Present
  William Joseph Capital Management Llc
  Bristol, CT
• 10/2002 → Present
  Joseph E. Goss, Ltd. Dba The Producers Firm
  Bristol, CT

Previous Registrations

• 2015-04-29 → 2015-06-25
  Fairport Asset Management Corp
  Bristol, CT

Other Businesses

1). Joseph E Goss, Ltd. (dba The Producers Firm). Owner; not-investment related. Sales of insurance products. Started Oct, 2002. 20 hours per month during trading hours. 2). AAA Retire, LLC. Owner; not investment-related. Educational and marketing only for insurance. No revenue or fees received. Started 2003. 20 hours per month, not during trading hours. 3) Wealth Preservation Specialist, LLC (dba William Joseph Insurance) - part owner. Sales of insurance products. Started Sep 2015. 10 hours per month. 4) NBC National Marketing, Inc. - shareholder. Wholesale fixed insurance products. Receives additional commission for sales of fixed insurance products. Started July 2010 0 hours per month. 5). Wiliam Joseph Tax Strategies, Inc. not investment-related; 210 Redstone Hill Road, Suite 5, Bristol, CT. 06010; tax advice and preparation services. Part -owner. Will participate in the sales and marketing activities of the company. 5 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-16

Other Names

• Jody Goss
• Joseph Goss