Joseph Puritt is a registered investment advisor, based in Newport Beach, CA, with 6 years of industry experience.
Location
4695 Macarthur Court, Suite 1500, Newport Beach, CA, 92660
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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
Foreside Funds Distributors LLC
December 2025 - Present · 5 mos
Foreside Funds Distributors LLCBroker
December 2025 - Present · 5 mos
Whittier Advisors, LLC
November 2025 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2022 - January 2024 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - January 2024 · 1 yr 9 mos
Unionbanc Investment Services, LLCBroker
February 2018 - March 2022 · 4 yrs 1 mo
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.