Joseph Michael Alcon

Current Employers

Employment History

• 11/2006 → 07/2020
  Fidleity Investments
  Palm Desert, CA
• 10/2022 → 03/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2020 → 01/2021
  Unemployed
  Coachella, CA
• 01/2021 → 09/2022
  Joseph Alcon Insurance Agency
  Cathedral City, CA
• 10/2020 → 01/2021
  Farmer's Insurance
  Palm Desert, CA
• 03/2025 → Present
  Secure Investment Management
  Tucson, AZ
• 07/2022 → 03/2025
  Keystone Wealth Services Dba Keystone Private Wealth
  Palm Desert, CA

Previous Registrations

• 2023-05-04 → 2025-05-22
  Keystone Private Wealth
  Palm Desert, CA
• 2018-07-17 → 2020-08-05
  Fidelity Personal And Workplace Advisors
  Palm Desert, CA
• 2005-04-25 → 2006-11-21
  A. G. Edwards & Sons, Inc.
  Palm Springs, CA
  Palm Springs, CA

Other Businesses

1) Our Lady of Soledad Catholic Church. Not Investment Related. Located at 52980 Cesar Chaves Street, Coachella, CA 92236. Nature - Non-Profit, Volunteer - teach teens, adults and assist with marketing effort. Position - Catechist, Reader, Tech/Media Ministry. Start - 9/2018. 20 hours per month, not during trading hours. Duties - on weekends and evenings, prepare lessons, deliver them and also go online to maintain e-presence on Facebook, Instagram and other church websites. 2) Assembly 3494. Not investment Related. Located at 82470 Bliss Avenue, Bldg. B, Indio CA 92201. Nature - Non-Profit, Catholic Mens Group - doing good for the community with emphasis on patriotism. Position - Technical assistance, advice and guidance. Start - 6/2019. 2 hours per month, not during trading hours. Duties - Assist with utilizing technology, provide guidance on current events and research on what other events group can participate on, volunteer for patriotic presence (most recent was a wreath bearer during observance of memorial day). 3) Knights of Columbus Council 3847. Not Investment related. Located at 52525 Oasis Palm Ave, Coachella, CA 92236. Nature -Catholic Mens Group - volunteer. Position - Recorder. Start - 6/2015. 10 hours per month, not during trading hours. Duties - Assist in record keeping, updating information online and assist with fundraising activities (golf tournament and fireworks sales) - proceeds benefit church and local scholarship recipients. 5) Fixed Insurance. Investment related. Located at 73575 EL PASEO suite 2300, Palm Desert, CA 92260. Nature - Life Insurance and Annuities. Position - Agent. Start - 07/2022. 2 hours per month, all during trading hours. Duties - providing guidance on insurance and annuity products to clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-02
• S65 Uniform Investment Adviser Law Examination
  2023-05-04
• S66 Uniform Combined State Law Examination
  2005-04-22

Other Names

• Joseph Michael Puga