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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-12 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Joseph Capital Management | Bristol | CT | 03/2022 | Present |
| Religious Order Of Jehovah's Witnesses | Patterson | NY | 10/2004 | 03/2021 |
| Nest Pretty, Llc | Bradenton | FL | 07/2019 | 04/2021 |
| Young Living | Salt Lake City | UT | 07/2017 | 08/2024 |
| Dileo & Charles Tax And Consulting Services | Greenwich | CT | 03/2021 | Present |
| Amg Bookkeepers | Hampstead | NC | 05/2020 | 08/2024 |
1) Wealth Preservation Specialist, LLC (dba William Joseph Insurance). Sales of insurance. Investment-related. Started Jan 2025. 10-20 hours per month, during trading hours. 2). AAA Retire, LLC. ; not investment-related. Educational and marketing only for insurance. hourly fee for training. Started 2022. 5 hours per month, not during trading hours. 3) Insurance sales as an insurance agent. investment-related. Sales of life insurance, health insurance and annuity products. Started 9/2023. 10 hours per month, during trading hours. She conducts these activities through the following entities: Death and Taxes, LLC, 72 Buckfield Lane, Greenwich, CT and AMG Life and Health, LLC, 240 Doral Drive, Hampstead, NC. Mrs. Gallina is 50% owner of each of these two entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-05 |
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