Joshua Donofry is a registered investment advisor, based in Austin, TX, with 9 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works full-time as a portfolio manager and employee for both Kestra Advisory Services LLC and RS Will Wealth Management LLC. He also serves on the investment committee for The Community Foundation of Frederick County and is an adjunct professor at Hood College, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 states
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