Joseph Guidish is a registered investment advisor, based in Alpharetta, GA, with 6 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
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Joseph works as an Investment Advisor Representative for Merit Financial Group, dedicating full-time hours to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
February 2021 - August 2024 · 3 yrs 6 mos
Green Vista Capital, LLCBroker
June 2019 - May 2020 · 11 mos
Charles Schwab & CO., INC.Broker
December 2018 - June 2019 · 6 mos
State Registrations1 state
GA
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.