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Daniel Dryden Joss

Joss Brown Wealth Advisors

Williamsburg, VA

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Current Employers
Joss Brown Wealth Advisors

1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-15
VA RA APPROVED 2023-03-15
  • TX RA
    APPROVED
    Since 2023-03-15
  • VA RA
    APPROVED
    Since 2023-03-15

Branch Locations

1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • 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
Joss Financial Group Willliamsburg VA 04/2015 Present
Joss Brown Wealth Advisors Group Llc Williamsburg VA 01/2023 Present
  • 04/2015 → Present
    Joss Financial Group
    Willliamsburg, VA
  • 01/2023 → Present
    Joss Brown Wealth Advisors Group Llc
    Williamsburg, VA
Previous Registrations
  • 2015-05-14 → 2023-03-31
    Joss Brown Wealth Advisors, Llc
    Williamsburg, VA
    Williamsburg, VA
  • 2014-07-25 → 2015-07-01
    Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors
    Williamsburg, VA
  • 2006-02-09 → 2014-07-01
    Fjy Financial
    Reston, VA
    Mclean, VA
  • 2002-04-04 → 2006-01-18
    Rembert Pendleton Jackson
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-06
  • S65 Uniform Investment Adviser Law Examination
    2000-11-06
Designations

View on SEC IAPD

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SHARI L BARKER
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DAVID ROSS CLEMENS
PETER JAMES KOKOLIS
JOHN JAMES KOKOLIS
LARRY STEPHEN GOLUB

Other Offices

MORGAN STANLEY · Williamsburg, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Willliamsburg, VA
TENZING FINANCIAL LLC · WILLIAMSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Williamsburg, VA
LEVEL FOUR ADVISORY SERVICES · WILLIAMSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Williamsburg, VA

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