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JC

Joel K. Coville

WEILD & CO.
Boulder, CO 80303
Some features on this profile are disabled
CRD#: 2255822
JC

Professional summary

Joel Kevin Coville is a registered financial professional currently at WEILD & CO. located in Boulder, Colorado.

Joel is registered as a RR (Registered Representative) and started their career in finance in 1992. Joel has worked at 9 firms and has passed the Series 63, Series 65, Series 82TO, Series 7TO, SIE, Series 7, Series 31 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joel Kevin Coville'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

April 19, 2021 - Present

WEILD & CO.

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

March 1, 2010 - May 14, 2010

C.K. COOPER & COMPANY, INC.

BD
CRD#: 106578
IRVINE, CA
Past

February 5, 2008 - July 30, 2009

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEWPORT BEACH, CA
Past

February 16, 2007 - February 4, 2008

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

May 30, 2003 - May 11, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
JACKSONVILLE, FL
Past

May 27, 2003 - May 11, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 11, 2002 - November 7, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

July 18, 2001 - January 28, 2002

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

July 1, 1997 - June 6, 2001

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

September 9, 1993 - February 20, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

August 11, 1992 - March 10, 1993

F.N. WOLF & CO., INC.

BD
CRD#: 13051

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
(4/20/2021)
RR
Colorado
(4/23/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 3/8/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/5/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 4/19/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 6/26/2003
Futures Managed Funds Examination
Principal/Supervisory Exam
RR
Series 8
Date: 4/26/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
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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