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Joshua Kenneth Bannerman

Bannerman Wealth

Lewisville, TX

Lewisville, TX

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Current Employers
Bannerman Wealth

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-29
  • TX RA
    APPROVED
    Since 2020-06-29

Branch Locations

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • United States

Lewisville, TX • 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
Verios Advisory Group, Llc Dallas TX 11/2010 12/2020
Bannerman Insurance Group, Llc Lewisville TX 11/2010 Present
Bannerman Wealth Lewisville TX 05/2009 Present
Sb Podcast Llc Lewisville TX 04/2012 Present
  • 11/2010 → 12/2020
    Verios Advisory Group, Llc
    Dallas, TX
  • 11/2010 → Present
    Bannerman Insurance Group, Llc
    Lewisville, TX
  • 05/2009 → Present
    Lewisville, TX
  • 04/2012 → Present
    Sb Podcast Llc
    Lewisville, TX
Previous Registrations
Other Businesses

Joshua K Bannerman not investment-related Dallax, TX football officiating Football Official (Indpendent Contracotr) 08/28/2014 10 hours per week 0 hours during trading officiate football games Confident Wealth, Inc. not investment-related Northville, MI tax entity CEO January 2014 0 hours per month 0 hours during trading Company established to aggregate other businesses for tax purposes; no duties SB Podcast LLC not investment-related 2560 King Arthur Blvd, Ste 124-52, Lewisville, TX 75056 podcast distribution Co-Owner and Co-Host 04/01/2012 10-15 hours/month some hours during trading Mr. Bannerman is the co-host of the popular Stacking Benjamins podcast. He plays the part of "The Other Guy". Bannerman Insurance Group, LLC investment-related 2560 King Arthur Blvd, Ste 124-52, Lewisville, TX 75056 insurance sales CEO, Licensed Insurance Agent November 2010 <5 hours/month no hours during trading sell insurance products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27
Designations
Other Names
  • Josh Bannerman

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