Joshua Manifold is a registered investment advisor, based in Wayne, PA, with 22 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Wayne, PA
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Regulatory History (1)
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Customer Dispute
November 2010Denied
Employment History
Current Registrations
Keel Point Capital, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Keel Point Capital, LLC
January 2023 - Present · 3 yrs 9 mos
Compass Ion Advisors, LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Comprehensive Capital Management, INC.
February 2012 - January 2014 · 1 yr 11 mos
Apw Capital, INC.Broker
February 2012 - January 2023 · 10 yrs 11 mos
Wells Fargo Advisors, LLC
December 2004 - February 2012 · 7 yrs 2 mos
Wells Fargo Advisors, LLCBroker
December 2004 - February 2012 · 7 yrs 2 mos
American Express Financial Advisors INC.Broker
April 2004 - November 2004 · 7 mos
Ids Life Insurance CompanyBroker
April 2004 - November 2004 · 7 mos
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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