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JOSEPH BAYLESS
JOE BAYLESS
CRD#: 1584624
IA
Investment Adviser
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Previous Broker
STERLING FINANCIAL ADVISORS, LLCCRD#: 107783 OMAHA, NE
Registration History
199019952000200520102015202020252 FIRMS2009 - 2010 (1 year)2 FIRMS2010 - 2016 (6 years)IASTERLING FINANCIAL ADVISORS, LLC (CRD# 107783)2022 - Present (3 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1993 - 2009 (15 years)BLEHMAN BROTHERS INC. (CRD# 7506)1986 - 1993 (6 years)IAOMAHA WEALTH MANAGEMENT, LLC (CRD# 284329)2016 - 2021 (5 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1997 - 2009 (11 years)
License(s)

State Registrations

IA
Nebraska 1/4/2022

Current Registration(s)
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STERLING FINANCIAL ADVISORS, LLC (CRD#:107783)
OMAHA, NE
Registered with this firm since 1/4/2022

Previous Registration(s)
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07/01/2016 - 12/31/2021 OMAHA WEALTH MANAGEMENT, LLC (CRD#:284329) OMAHA, NE
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07/23/2010 - 08/02/2016 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) OMAHA, NE
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06/25/2010 - 08/02/2016 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) OMAHA, NE
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06/01/2009 - 07/21/2010 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) OMAHA, NE
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06/01/2009 - 07/21/2010 MORGAN STANLEY SMITH BARNEY (CRD#:149777) OMAHA, NE
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10/22/1997 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) OMAHA, NE
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07/31/1993 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) OMAHA, NE
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11/21/1986 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
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Broker
IA
Investment Adviser
Disclosures
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