Joshua Quail is a registered investment advisor, based in Austin, TX, with 24 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is a financial advisor with Kestra Advisory Services LLC, dedicating about 20-30% of his time to advising clients on investments. He also owns Maple Leaf Wealth Management, where he works full-time to maximize investment returns, and conducts business as a financial advisor at BlueLake Wealth Advisors, LLC, working full-time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Howe Barnes Hoefer & Arnett, INC.Broker
Howe Barnes Capital Management, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 states
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.