Joshua Bartholomew is a registered investment advisor, based in Austin, TX, with 18 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 →Employment History
Current Registrations
Kestra Investment Services, LLC
August 2023 - Present · 2 yrs 9 mos
Kestra Advisory Services, LLC
August 2023 - Present · 2 yrs 9 mos
Kestra Investment Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Fortune Financial Services, INC.Broker
September 2021 - August 2023 · 1 yr 11 mos
Quasar Distributors, LLCBroker
August 2018 - September 2020 · 2 yrs 1 mo
Horizon Investments LLC
June 2007 - September 2023 · 16 yrs 3 mos
State Registrations2 states
NCTX
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.