Individual Firm
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JOSHUA Turner CHEATLE
JOSHUA CHEATLE
CRD#: 5732277
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SMART WEALTH, LLCCRD#: 315496 13815 FNB PARKWAY, SUITE 400
OMAHA, NE 68154
OMAHA, NE 68154
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2/9/2004
Criminal
Final Disposition
2/9/2004
Criminal
Final Disposition
State Registrations
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Arizona 1/2/2025
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Nebraska 12/23/2024
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Colorado 12/23/2024
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Nevada 1/2/2025
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Indiana 12/3/2024
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Ohio 12/4/2024
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Iowa 12/5/2024
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South Carolina 12/26/2024
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Kentucky 1/3/2025
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Texas 12/3/2024
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Maryland 12/3/2024
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Virginia 1/2/2025
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Registered with this firm since 12/3/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/14/2024 - 12/11/2024 | OMAHA, NE | |
B | 11/14/2024 - 12/11/2024 | OMAHA, NE | |
IA | 08/24/2015 - 11/14/2024 | Omaha, NE | |
B | 07/02/2014 - 11/14/2024 | Omaha, NE | |
B | 01/29/2013 - 06/24/2014 | OMAHA, NE | |
B | 05/26/2011 - 01/22/2013 | OMAHA, NE |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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