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Joshua Stivers is a registered investment advisor, based in Austin, TX, with 16 years of industry experience.
Location
Austin, TX
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Regulatory History (1)
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Customer Dispute
September 2019Settled
Other Business ActivitiesSells Insurance
Joshua provides investment advice, money management, and securities offerings through Platinum Wealth Advisory since 2009. He also works as an independent insurance agent through Advisors Excel and owns a vacation rental property.
Employment History
Current Registrations
Cabin Securities, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Cabin Securities, INC.
April 2022 - Present · 4 yrs 1 mo
Wealthportrait Financial, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Kalos Capital, INC.Broker
June 2017 - December 2021 · 4 yrs 6 mos
Kalos Management
June 2017 - October 2021 · 4 yrs 4 mos
G.F. Investment Services, LLCBroker
March 2014 - June 2017 · 3 yrs 3 mos
Global Financial Private Capital, LLC
March 2010 - June 2017 · 7 yrs 3 mos
USA Wealth Management LLC
August 2009 - January 2010 · 5 mos
State Registrations3 states
GANMTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.