Joseph Wainer

Current Employers

Employment History

• 08/2020 → 04/2022
  Ja Wainer Consulting
  Portland, OR
• 01/2005 → 08/2020
  Foursquare Foundation
  Los Angeles, CA
• 05/2022 → 02/2023
  Thrivent Investment Management Inc
  Valdosta, GA
• 07/2022 → 02/2023
  Thrivent Financial
  Appleton, WI
• 02/2023 → 02/2023
  Thrivent Financial
  Appleton, WI
• 03/2023 → 05/2023
  Benchmark Investments, Llc
  Valdosta, GA
• 03/2023 → Present
  Kingswood Wealth Advisors, Llc
  Valdosta, GA
• 02/2023 → Present
  Dannah Investment Group, Llc
  Valdosta, GA
• 05/2023 → Present
  Kingswood Capital Partners, Llc
  San Diego, CA

Previous Registrations

• 2022-10-11 → 2023-02-28
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Valdosta, GA

Other Businesses

1) J & L Wainer Properties - not investment related - 20 Mountainview Trail Blue Ridge, GA - short term rental property - GM - 11/2/2020 - 2 hrs - 0 hrs - we contract to a property management firm for day to day. I do some light accounting and upkeep of the property 2) Dannah Investment Group, LLC - not investment related - 1717 Main St Suite 5650 Dallas TX 75201 - financial consulting and insurance - chief revenue officer - 2/2023 - 90 hours - 50 hours - responsibilities include CRO consulting, insurance, advising company management on financial solutions including investments, insurance, cost saving strategies and DST "VIP Auto Finance, LLC",Is Not Investment Related,"1717 Main Street, Suite: 5650, Dallas, TX, 75201, United States",Fintech Lending Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform. "Streamline Finance, LLC",Is Not Investment Related,"1717 Main Street, Suite: 5650, Dallas, TX, 75201, United States",Fintech Lending Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform. "Dannah Finance, LLC",Is Not Investment Related,"1717 Main Street, Suite: 5650, Dallas, TX, 75201, United States",Fintech Lending Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform City Escape,Is Not Investment Related,"20 Mountain View Trail, , Blue Ridge, GA, 30513, United States",Monthly income,Owner,11/1/2020,5 hours per month,0 hours per month during trading hours,Other Compensation,Monthly income via short term rental The King's University,Is Not Investment Related,"2121 E Southlake Blvd, , Southlake, TX, 76092, United States",non,Adjunct Professor,8/1/2024,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,Teaching spiritual development / english literature 4) "J & L Wainer Properties, LLC",Is Not Investment Related,"821 Millpond Road, , Valdosta, GA, 31602, United States",Rental Property,Owner with Spouse,6/1/2026,5 hours per month,0 hours per month during trading hours,Other Compensation,Long term rental income

Exams

• S66 Uniform Combined State Law Examination
  2022-10-05

Other Names

• Joe Wainer
• Joseph Asher Wainer