Joshua Byer is a registered investment advisor, based in Tampa, FL, with 21 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
Clean regulatory record
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 Activities
Joshua uses the DBA Milton Wealth Advisor at an address in Temecula, CA. This appears to be the name of his advisory business.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
May 2013 - Present · 13 yrs
J.W. Cole Financial, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Financial Advisers of America, LLC
October 2008 - May 2013 · 4 yrs 7 mos
Financial Advisers of America, LLCBroker
September 2008 - May 2013 · 4 yrs 8 mos
Lincoln Financial Securities Corporation
April 2007 - October 2008 · 1 yr 6 mos
Lincoln Financial Securities CorporationBroker
July 2004 - October 2008 · 4 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.