Joseph Stone Thieman

Current Employers

Employment History

• 06/2014 → 05/2022
  Momentum Independent Network Inc.
  San Angelo, TX
• 11/2017 → 04/2023
  Thieman Investment & Retirement Services
  San Angelo, TX
• 01/2016 → Present
  Thieman-Stinnett Investment & Retirement Services, Llc
  San Angelo, TX
• 04/2023 → Present
  Msh Capital Advisors D/B/A Thieman Investment
  Scottsdale, AZ
• 05/2022 → Present
  M. S. Howells & Co.
  Scottsdale, AZ

Previous Registrations

• 2018-02-15 → 2026-01-08
  Thieman Investment & Retirement Services, Llc
  San Angelo, TX
• 2017-01-24 → 2022-06-08
  Momentum Independent Network Inc.
  San Angelo, TX

Other Businesses

1. THIEMAN INVESTMENT AND RETIREMENT SERVICES DBA Thieman Investments, Investment related: Yes; 502 S. Koenigheim Ste 1B SAN ANGELO, TX 76903; INVESTMENT ADVISORY; MANAGING MEMBER/CCO; Start date: 10.16.16; DEVOTE 2 HRS/MONTH; DEVOTE 2 HRS/MONTH DURING MARKET HOURS 2. MAY 1988; THIEMAN RANCH LLC, SAN ANGELO, TX; NON-INVESTMENT RELATED; FAMILY RANCH; MANAGING MEMBER; CO-OWNER, MANAGING HUNTING AND GRAZING FOR THE RANCH; DEVOTE 40 HRS/MONTH DURING NON-MARKET HOURS. 3. JAN 2016; SAN ANGELO SNOWBALL, LLC, SAN ANGELO, TX; NON-INVESTMENT RELATED; OWNER; LLC THAT WAS FORMED FOR CHRISTMAS PARTY ARRANGMENTS ONCE A YEAR; DEVOTE 2 HRS/MONTH DURING NON-MARKET HOURS. 4. MAY 2022; M. S. HOWELLS & CO, SCOTTSDALE, AZ; INVESTMENT RELATED; FINANCIAL ADVISOR; SELL EQUITIES, BONDS, MUTUAL FUNDS, VARIABLE ANNUITIES, AND OTHER FORMS OF INVESTMENTS TO CLIENTS; DEVOTE 80 HRS/MONTH DURING MARKET HOURS. 5. MSH Capital Advisors DBA Thieman Investments; investment-related; 23350 N. Pima Rd. Scottsdale, AZ 85255; Nature: IA; Position: IAR; Title: Advisor; 4.10.23; 40hrs per month; 35 hrs per month during trading hours 6. San Angelo Chamber of Commerce; Investment-Related- No; 418 W. Ave B San Angelo, TX 76903; Nature- Board member; Position/Title- Board member; Start date- 10.1.22; Approximately 3 hours per month, 1 during trading hours; Description- Attend board meetings and oversee the operations 7. San Angelo Performing Arts Center; Investment-Related- No; 82 Gillis St San Angelo, TX 76903; Nature-Facilitate and aid local performing artists in San Angelo; Position/Title- President of Board; Start date- 10.1.22; Approximately 2 hours per month, 2 during trading hours; Description- Attend board meetings and oversee the operations 8. West Texas Rehab; Investment-Related- No; 3001 S. Jackson St Angelo, TX 76904; Nature- Rehabilitation for mental and physical needs; Position/Title- Board member; Start date- 10.1.22; Approximately 1 hour per month, 1 during trading hours; Description- Attend board meetings and oversee the operations 9. THIEMANREAL ESTATE HOLDINGS, LLC; INVESTMENT RELATED; 2620 LIVE OAK ST., SAN ANGELO, TX; ENTITY TO HOLD REAL ESTATE HOLDINGS; OWNER/MANAGING MEMBER; START DATE 10/1/2024; APPROXIMATELY 2 HOURS PER MONTH DURING TRADING HOURS; PASSIVE OWNER

Exams

• S66 Uniform Combined State Law Examination
  2017-01-24
• S63 Uniform Securities Agent State Law Examination
  2014-11-13