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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-11-13 |
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, 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
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