Joshua Zoldan is a registered investment advisor, based in Williamsport, MD, with 3 years of industry experience.
Location
10210 Governor Lane Blvd, Unit 2005 - Office 107, Williamsport, MD, 21795
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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
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
December 2024 - March 2025 · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - March 2025 · 4 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2023 - March 2024 · 1 yr 1 mo
Wealth Enhancement Advisory Services, LLC
November 2022 - March 2024 · 1 yr 4 mos
Mutual of Omaha Investor Services, INC.
September 2022 - November 2022 · 2 mos
Mutual of Omaha Investor Services, INC.Broker
February 2022 - November 2022 · 9 mos
State Registrations14 states
ALCOFLGAILMDMNMONCNYOKPAVAWV
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.