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Current Employers
William Joseph Capital Management, Inc.

210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-11-13
  • RI RA
    APPROVED
    Since 2023-11-13

Branch Locations

Warren, RI • United States

210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • 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 Joseph Capital Management, Llc Bristol CT 09/2022 Present
Loomis Sayles Boston MA 09/2021 09/2022
Target North Dartmouth MA 09/2020 09/2021
Unemployed Dighton MA 03/2020 09/2020
Student Dighton MA 11/2013 03/2020
Joseph E. Goss, Ltd Dba The Producers Firm Bristol CT 07/2024 Present
  • 09/2022 → Present
    William Joseph Capital Management, Llc
    Bristol, CT
  • 09/2021 → 09/2022
    Loomis Sayles
    Boston, MA
  • 09/2020 → 09/2021
    Target
    North Dartmouth, MA
  • 03/2020 → 09/2020
    Unemployed
    Dighton, MA
  • 11/2013 → 03/2020
    Student
    Dighton, MA
  • 07/2024 → Present
    Joseph E. Goss, Ltd Dba The Producers Firm
    Bristol, CT
Other Businesses

1) Joseph E. Goss, Ltd. (dba The Producers Firm). insurance agent, investment-related. Warren, RI. Sales of insurance products - life and annuities. Started July 2024. 4 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Other Names
  • Talia Marie Vicente
  • Talie Marie Cyr

View on SEC IAPD

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