Joseph T. Ghidossi
Professional summary
Joseph Thomas Ghidossi, CFP®, who also goes by Joseph Thomas Ghidoss, Joe Ghidossi, Joseph T Ghidossi, Joseph Ghidossi, is a registered financial advisor currently at THREADLINE WEALTH located in San Francisco, California.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joseph has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Thomas Ghidossi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
October 9, 2018 - Present
THREADLINE WEALTH
Office #1: 101 Second Street, San Francisco, CA 94105-0908September 11, 2012 - September 18, 2018
CHARLES SCHWAB & CO., INC.
September 2, 2011 - July 13, 2012
OPTIONSXPRESS, INC.
September 2, 2010 - September 18, 2018
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
THREADLINE WEALTH
CRD#: 108917 / SEC#: 801-58074
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2018)
(10/11/2018)
Exams
What does exam status mean?
Current Firm
THREADLINE WEALTH
CRD#: 108917 / SEC#: 801-58074
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,790 |
| AUM (Assets Under Management) | $ 5,773,272,462 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | ||
| 02/20/2025 | ||
| 03/27/2024 | ||
| 03/06/2024 |
Red Flags
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