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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
CT RA APPROVED 2024-04-29
  • CT RA
    APPROVED
    Since 2024-04-29

Branch Locations

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

48 South Road, Unit 2, Somers, CT 06071 • 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
Wilbraham And Manson Academy Wilbraham MA 01/2022 Present
East Lyme Public Schools East Lyme CT 10/2021 01/2022
Springfield College Springfield MA 08/2016 12/2019
Americorps Springfield MA 01/2020 12/2021
Integrity Marketing/Stateline Senior Services Somers CT 04/2024 Present
  • 01/2022 → Present
    Wilbraham And Manson Academy
    Wilbraham, MA
  • 10/2021 → 01/2022
    East Lyme Public Schools
    East Lyme, CT
  • 08/2016 → 12/2019
    Springfield College
    Springfield, MA
  • 01/2020 → 12/2021
    Americorps
    Springfield, MA
  • 04/2024 → Present
    Integrity Marketing/Stateline Senior Services
    Somers, CT
Other Businesses

Integrity Marketing/Stateline Senior Services, not investment-related, Somers, CT. Insurance Sales. Started April 2024. 400 hours per month during business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-18
  • S65 Uniform Investment Adviser Law Examination
    2024-04-18

View on SEC IAPD

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