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Joshua D Powell

Novak & Powell Financial Services, Inc.

St. Petersburg, FL

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Current Employers
Novak & Powell Financial Services, Inc.

146 Second St N Suite 310, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-09-05
TX RA APPROVED_RES 2014-05-28
CO RA APPROVED 2011-05-06
  • FL RA
    APPROVED
    Since 2014-09-05
  • TX RA
    APPROVED_RES
    Since 2014-05-28
  • CO RA
    APPROVED
    Since 2011-05-06

Branch Locations

146 Second St N Suite 310, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alpine Asset Management, Llc Boulder CO 03/2008 Present
  • 03/2008 → Present
    Alpine Asset Management, Llc
    Boulder, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-18
S66 Uniform Combined State Law Examination 2000-10-02
  • S65 Uniform Investment Adviser Law Examination
    2008-02-18
  • S66 Uniform Combined State Law Examination
    2000-10-02

View on SEC IAPD

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