Joseph Clark Koch

Current Employers

Employment History

• 10/2010 → Present
  B. Riley Wealth Management
  Plymouth, MI
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc.
  Plymouth, MI

Previous Registrations

• 2009-03-13 → 2010-10-15
  Rbc Capital Markets, Llc
  Plymouth, MI
• 2002-11-19 → 2009-03-13
  Ferris, Baker Watts, Llc
  Plymouth, MI
  Auburn Hills, MI
  Huntington, WV
  Plymouth, MI

Other Businesses

1) CORNWELL PROPERTIES, LLC; BUSINESS IS INVESTMENT RELATED; 11431 SANDALWOOD, PLYMOUTH, MI, 48170; REAL ESTATE INVESTMENT/HUNTING PROPERTY; POSITION: MEMBER WITH 25% INTEREST IN NEW HUNTING PROPERTY WITH HUNTING LODGE AND ACREAGE; START: 2016; 0 HOURS DEVOTED PER MONTH TO OTHER BUSINESS; 0 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; WORKING WITH MANAGING MEMBER, OVERSEEING HUNTING LODGE AND ACREAGE. 2) BLUE MOUNTAIN WEALTH MANAGEMENT; INVESTMENT RELATED, 711 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170, DBA FOR FINANCIAL SECURITIES BUSINESS CONDUCTED THROUGH B. RILEY WEALTH MANAGEMENT; START DATE 2022. 40 HOURS / WEEK DEVOTED DURING SECURITIES TRADING HOURS 3) BLUE MOUNTAIN PROPERTIES, LLC; INVESTMENT RELATED; 11431 SANDALWOOD DR. PLYMOTH MI 48170; REAL ESTATE RENTAL; MANAGING MEMBER; START DATE 2011; 3 HRS/ WEEK DEVOTED, NONE DURING SECURITIES TRADING HRS. 4) KELLOGG PARK PARTNERS, LLC; INVESTMENT RELATED; 11431 SANDALWOOD DR. PLYMOTH MI 48170; MANAGING MEMBER; START DATE 2011; 3 HRS/ MONTH DEVOTED, NONE DURING SECURITIES TRADING HRS. 5) BLUE MOUNTAIN SAND AND GRAVEL; NON INVESTMENT RELATED: 11431 SANDALWOOD DR. PLYMOTH MI 48170; SAND AND GRAVEL SALES; MANAGING MEMBER; START DATE 2011; 3 HRS/ MONTH DEVOTED, NONE DURING SECURITIES TRADING HRS. 6) WHITETAIL FARMS, LLC; INVESTMENT RELATED; 756 E. MANNSIDING RD HARRISON MI 48625; REAL ESTATE INVESTMENT PROPERTY; START DATE 2016; 0 HRS/ MONTH DEVOTED. 7)B. RILEY WEALTH INSURANCE; INVESTMENT-RELATED; SAME ADDRESS AS BRWM; FIXED INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE 09/2025; AS MANY HOURS AS NEEDED PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-14
• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Designations