Joshua Scott is a registered investment advisor, based in Dunwoody, GA, with 1 years of industry experience.
Location
2402 Mount Vernon Rd, Ste 100, Dunwoody, GA, 30338
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joshua works as an agent team member at Matthew Scott's Insurance Agency, representing State Farm and its affiliates. This service takes about half of Joshua's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
June 2024 - Present · 1 yr 11 mos
State Farm Vp Management CORP.Broker
June 2024 - Present · 1 yr 11 mos
State Farm Investment Management CORP.
April 2024 - Present · 2 yrs 1 mo
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.