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Inactive

Joseph Bergamo Ghio

Williams Jones Wealth Management, LLC

New York, NY

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Current Employers
Williams Jones Wealth Management, Llc

717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-09
  • NY RA
    APPROVED
    Since 2021-05-09

Branch Locations

717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William O'NEil + Company Ia 152620 New York NY 06/2015 09/2017
Williams, Jones & Associates, Llc New York NY 10/2017 08/2019
Williams Jones Wealth Management, Llc New York NY 08/2019 Present
  • 06/2015 → 09/2017
    William O'NEil + Company Ia 152620
    New York, NY
  • 10/2017 → 08/2019
    Williams, Jones & Associates, Llc
    New York, NY
  • 08/2019 → Present
    Williams Jones Wealth Management, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-17
  • S65 Uniform Investment Adviser Law Examination
    2015-12-17

View on SEC IAPD

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