Joshua Parke is a registered investment advisor, based in Oldtown, ID, with 28 years of industry experience.
Location
Oldtown, ID
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Regulatory History (3)
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Judgment / Lien
February 2017Judgment / Lien
August 2016Judgment / Lien
June 2015Other Business Activities
Joshua works as an advisory representative of an RIA, CIRA, and as an IAR for Parke Avenue Investments. Both activities are investment-related and each take nearly full-time hours, with a significant portion of that time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Cambridge Investment Research Advisors, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - February 2024 · 5 mos
Osaic Wealth, INC.
September 2023 - February 2024 · 5 mos
Sagepoint Financial, INC.
August 2012 - September 2023 · 11 yrs 1 mo
Sagepoint Financial, INC.Broker
August 2012 - September 2023 · 11 yrs 1 mo
Securities America Advisors, INC.
May 2012 - August 2012 · 3 mos
Securities America, INC.Broker
May 2012 - August 2012 · 3 mos
Commonwealth Financial Network
April 2004 - May 2012 · 8 yrs 1 mo
Commonwealth Financial NetworkBroker
April 2004 - May 2012 · 8 yrs 1 mo
Wm Financial Services, INC.
January 2002 - May 2004 · 2 yrs 4 mos
Wm Financial Services, INC.Broker
January 2000 - May 2004 · 4 yrs 4 mos
Banc of America Investment Services, INC.Broker
July 1999 - January 2000 · 6 mos
Ba Investment Services, INC.Broker
March 1999 - July 1999 · 4 mos
Painewebber IncorporatedBroker
October 1997 - February 1999 · 1 yr 4 mos
State Registrations16 states
AZCAFLHIIDMNMOMSMTNVNYOKORSCTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.