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JOSH MARTIN PATRICK
CRD#: 2701070
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Investment Adviser
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Previous Broker
STAGE 2 PLANNING PARTNERS LLCCRD#: 323281 1233 SHELBURNE RD E6
S BURLINGTON, VT 05403
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS1996 - 1997 (1 year)IASTAGE 2 PLANNING PARTNERS LLC (CRD# 323281)2023 - Present (2 years)BKESTRA INVESTMENT SERVICES, LLC (CRD# 42046)1998 - 2016 (17 years)BNATHAN & LEWIS SECURITIES, INC. (CRD# 8503)1997 - 1998 (<1 year)IASTAGE 2 PLANNING PARTNERS (CRD# 284590)2016 - 2023 (6 years)IAKESTRA ADVISORY SERVICES, LLC (CRD# 283330)2016 - 2016 (<1 year)IANFP ADVISOR SERVICES, LLC (CRD# 42046)1999 - 2016 (17 years)
License(s)

State Registrations

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New York 1/4/2023

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Vermont 1/3/2023

Current Registration(s)
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STAGE 2 PLANNING PARTNERS LLC (CRD#:323281)
1233 SHELBURNE RD E6, S BURLINGTON, VT 05403
Registered with this firm since 1/3/2023

Previous Registration(s)
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09/26/2016 - 04/13/2023 STAGE 2 PLANNING PARTNERS (CRD#:284590) SOUTH BURLINGTON, VT
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04/21/2016 - 09/28/2016 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) SOUTH BURLINGTON, VT
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10/22/1998 - 09/28/2016 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) SOUTH BURLINGTON, VT
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02/09/1999 - 09/22/2016 NFP ADVISOR SERVICES, LLC (CRD#:42046) SOUTH BURLINGTON, VT
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11/19/1997 - 10/28/1998 NATHAN & LEWIS SECURITIES, INC. (CRD#:8503) NEW YORK, NY
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02/15/1996 - 11/14/1997 NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (CRD#:2881) MILWAUKEE, WI
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02/15/1996 - 11/14/1997 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.