Joshua Schneider is a registered investment advisor, based in Colorado Springs, CO, with 19 years of industry experience.
Location
7222 Commerce Ctr Dr, Ste 108, Colorado Springs, CO, 80919
Get directionsHistory
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 owns rental real estate property since 2012, dedicating minimal time to it. He also works as a financial professional for Everoak Wealth Co, spending full-time hours there.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
January 2022 - August 2023 · 1 yr 7 mos
Securian Financial Services, INC.Broker
January 2022 - August 2023 · 1 yr 7 mos
T. Rowe Price Advisory Services, INC.
November 2008 - January 2022 · 13 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
January 2007 - January 2022 · 15 yrs
State Registrations2 states
COTX
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.