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David Lawrence Joiner

Joiner Financial, LLC

El Dorado Hills, CA

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Current Employers
Joiner Financial, Llc

4944 Windplay Drive, Suite 113, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

4944 Windplay Drive, Suite 113, El Dorado Hills, CA 95762 • 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
Quantix Equity Mgmt Folsom CA 08/2008 Present
Berthel Fisher & Company Financial Services, Inc. Folsom CA 06/2009 Present
Quantix Equity Partners, Lp Folsom CA 06/2008 Present
  • 08/2008 → Present
    Quantix Equity Mgmt
    Folsom, CA
  • 06/2009 → Present
    Berthel Fisher & Company Financial Services, Inc.
    Folsom, CA
  • 06/2008 → Present
    Quantix Equity Partners, Lp
    Folsom, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-06-27
S65 Uniform Investment Adviser Law Examination 2006-01-03
  • S63 Uniform Securities Agent State Law Examination
    2009-06-27
  • S65 Uniform Investment Adviser Law Examination
    2006-01-03
Other Names
  • David Lawrence Joner

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
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