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Detailed Report
JOSHUA Turner CHEATLE
JOSHUA CHEATLE
CRD#: 5732277
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Investment Adviser
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Previous Broker
SMART WEALTH, LLCCRD#: 315496 13815 FNB PARKWAY, SUITE 400
OMAHA, NE 68154
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2024 - 2024 (<1 year)IASMART WEALTH, LLC (CRD# 315496)2024 - Present (<1 year)BPRUCO SECURITIES, LLC. (CRD# 5685)2014 - 2024 (10 years)BFBL MARKETING SERVICES, LLC (CRD# 5309)2013 - 2014 (1 year)BMML INVESTORS SERVICES, LLC (CRD# 10409)2011 - 2013 (1 year)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2015 - 2024 (9 years)
Disclosure(s)
View By:
2/9/2004
Criminal
Final Disposition
2/9/2004
Criminal
Final Disposition
License(s)

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
Current Registration(s)
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SMART WEALTH, LLC (CRD#:315496)
13815 FNB PARKWAY, SUITE 400, OMAHA, NE 68154
Registered with this firm since 12/3/2024
Previous Registration(s)
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 11/14/2024 - 12/11/2024 LPL ENTERPRISE, LLC (CRD#:8733) OMAHA, NE
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 11/14/2024 - 12/11/2024 LPL ENTERPRISE, LLC (CRD#:8733) OMAHA, NE
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 08/24/2015 - 11/14/2024 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) Omaha, NE
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 07/02/2014 - 11/14/2024 PRUCO SECURITIES, LLC. (CRD#:5685) Omaha, NE
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 01/29/2013 - 06/24/2014 FBL MARKETING SERVICES, LLC (CRD#:5309) OMAHA, NE
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 05/26/2011 - 01/22/2013 MML INVESTORS SERVICES, LLC (CRD#:10409) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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.