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JP

Joseph E. Pastore

WEILD & CO.
Boulder, CO 80303
Some features on this profile are disabled
CRD#: 1867225
JP

Professional summary

Joseph Edward Pastore, who also goes by Joe Pastore, is a registered financial professional currently at WEILD & CO. located in Boulder, Colorado.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1993. Joseph has worked at 9 firms and has passed the Series 63, Series 65, Series 79TO, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joe Pastore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I work with a broker dealer, Weild and Company. I also receive 'de minimus' royalties from books I have written which are currently for sale on Amazon. In the past I have received payments from Haven Realty.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Edward Pastore's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 17, 2022 - Present

WEILD & CO.

Office #1: 777 29th Street Suite 402, Boulder, CO 80303
BD
CRD#: 132398
Boulder, CO
Past

November 16, 2021 - December 22, 2021

FORTUNA CAPITAL MANAGEMENT LLC

RIA
CRD#: 316651
RANCHO PALOS VERDES, CA
Past

March 24, 2020 - April 1, 2020

HERCULES INVESTMENTS

RIA
CRD#: 304719
LOS ANGELES, CA
Past

December 13, 2019 - October 7, 2022

PLATINUM ECO CAPITAL, LLC

RIA
CRD#: 305903
Rancho Palos Verdes, CA
Past

February 15, 2013 - August 30, 2019

MORGAN STANLEY

RIA
CRD#: 149777
EL SEGUNDO, CA
Past

February 15, 2013 - August 30, 2019

MORGAN STANLEY

BD
CRD#: 149777
EL SEGUNDO, CA
Past

November 4, 2002 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EL SEGUNDO, CA
Past

November 1, 2002 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EL SEGUNDO, CA
Past

November 17, 1994 - January 9, 2002

WILSHIRE ASSOCIATES INCORPORATED

BD
CRD#: 6210
SANTA MONICA, CA
Past

March 14, 1994 - March 28, 1994

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
NEW YORK, NY
Past

December 13, 1993 - March 16, 1994

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/18/2022)
RR
Colorado
(3/2/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/3/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/13/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/28/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/24/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

W&
WEILD & CO.
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC

CRD#: 132398 / SEC#: , 8-66593

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
777 29th Street Suite 402, Boulder, CO 80303
Mailing Address
777 29th Street Suite 402, Boulder, CO 80303
Phone number
(303) 223-9621
Established
New York since 10/22/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEILD & CO., INC.SOLE MEMBER
ONESTO, RICHARD ERNESTFINOP2453096
WEILD, DAVID IVMEMBER, CHAIRMAN AND CEO1336395
WEILD, DAVID IVCHIEF COMPLIANCE OFFICER, AML PRINCIPAL1336395

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEILD & CO.

CRD#: 132398Boulder, CO 80303

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