Joseph Edward Wright

Current Employers

Employment History

• 05/1978 → Present
  Windsor Power House Coal Co.
  Windsor Heights, WV
• 06/1985 → Present
  Travelers
  Hartford, CT
• 09/1985 → Present
  Midland National Life
  Sioux Falls, SD
• 09/1985 → Present
  National Pension & Management Co. Inc
  Wheeling, WV
• 09/1985 → Present
  General Insurance Agency
  Wheeling, WV
• 05/2000 → Present
  Atlas Brokerage Company Lp
  Washington, PA
• 07/1980 → Present
  Local Union 6362 Umwa
  Windsor Heights, WV
• 04/1996 → Present
  Wright Florist, Inc.
  Wheeling, WV
• 01/2006 → Present
  Independence Portfolio Partners Llc
  Washington, PA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-01-05 → 2008-12-31
  Blue Vase Capital Management
  Wheeling, WV
• 2001-03-01 → 2005-12-31
  Blue Vase Securities, Llc
  Wheeling, WV

Other Businesses

1. FIXED INSURANCE SALES, LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC. 5% OF INCOME AND TIME; INSURANCE DBA OF WRIGHT FINANCIAL. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: SEPTEMBER 18, 2012 APX NUMBER OF HOURS PER WEEK: 38 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 38 HOURS POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: WRIGHT FINANCIAL INVESTMENT RELATED: YES ADDRESS: 117 EDGINGTON LANE, WHEELING WV, 10090 NATURE OF BUSINESS: LIFE INSURANCE AGENCY START DATE: JULY 1, 1991 APX NUMBER OF HOURS PER WEEK: 10 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 10 HOURS BRIEF DESCRIPTION OF DUTIES: GENERAL AGENT 4. NAME OF OTHER BUSINESS: MT. OLIVET METHODIST CHURCH INVESTMENT RELATED: NO ADDRESS: 500 FAIRMONT PIKE, WHEELING WV 26003 NATURE OF BUSINESS: MONITORING CHURCH FINANCES START DATE: APRIL 2011 APX NUMBER OF HOURS PER WEEK: 2 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 2 HOURS BRIEF DESCRIPTION OF DUTIES: FINANCE COMMITTEE CHAIRMAN 5. NAME OF OTHER BUSINESS: HAROLD D. SIMMS REVOCABLE TRUST INVESTMENT RELATED: NO ADDRESS: 866 ALEPPO ROAD, NEW FREEPORT, PA 15352 NATURE OF BUSINESS: SUCCESSOR TRUSTEE OF FIRST COUSINS REVOCABLE TRUST START DATE: SEPTEMBER 2012 APX NUMBER OF HOURS PER WEEK: 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: 1 HOUR BRIEF DESCRIPTION OF DUTIES: WILL SERVE AS SUCCESSOR TRUSTEE OF REVOCABLE TRUST UPON DEATH OR DISABILITY OF GRANTOR TRUSTEES

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-08
• S63 Uniform Securities Agent State Law Examination
  1986-08-04