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Joshua Bradley Roberts
JOSH BRADLEY ROBERTS, JOSHUA Bradley ROBERTS
CRD#: 6717787
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 Boone, NC
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2021 (3 years)2 FIRMS2022 - Present (3 years)
License(s)

State Registrations

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North Carolina 2/17/2022

B
South Carolina 2/17/2022

IA
North Carolina 2/17/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
Boone, NC
Registered with this firm since 2/17/2022

B
LPL FINANCIAL LLC (CRD#:6413)
Boone, NC
Registered with this firm since 2/17/2022

Previous Registration(s)
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03/29/2018 - 05/20/2021 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) BOONE, NC
IA
05/15/2018 - 05/17/2021 ALLEN WEALTH MANAGEMENT, LLC (CRD#:133038) BOONE, NC
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B
Broker
IA
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.