Joel Burris

Current Employers

Employment History

• 10/2010 → Present
  Gcg Wealth Management
  Charlotte, NC
• 11/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2018 → 03/2018
  Paxmentis Advisors Incorporated
  Sanford, FL
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 2013-04-08 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Charlotte, NC

Other Businesses

1.GCG WEALTH MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/17/2019 ADDRESS: 1422 S Tryon Street, Suite 300, Charlotte NC 28203, US DESCRIPTION: This is a Capital Introduction and networking partnership. My role and the service this business offers is simply the introduction of entities that need funding for business ideas/ projects and entities that can potentially provide funding and loans. This business is only involved in making introductions of parties and does not directly involve itself in the transactions or projects taking place afterwards. The party or entity looking for funding pays a fee to this LLC if we make an introduction that ends up in funding. Neither party involved in these introductions are clients or professionally connected to Woodbury Financial, Advisor Group or GCG wealth management. 2. GCG ADVISORY PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2021 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Recruiting new advisors and purchasing books of business. Purchasing controlling interest in RIAs 3. GCG HOLDINGS LLC POSITION: Owner NATURE: It is the LLC I hold my ownership of GCG WM and GCG Advisory Partners LLC in. IT is not used for any type of public business activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Own my business 4. GCG LKN, LLC POSITION: Owner NATURE: IT is an old LLC that was used to hold the ownership of an office suite. Suite is sold. LLC will be closed after 2023 tax filing. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: NA 5. GCG HOLDING COMPANY, INC POSITION: Owner NATURE: It is the LLC I hold my ownership of GCG WM and GCG Advisory Partners LLC in. IT is not used for any type of public business activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Own my business 6. GCG WEALTH MANAGEMENT POSITION: President/Managing Director/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2010 ADDRESS: 1422 S Tryon Street, Suite 300, Charlotte NC 28203, United States DESCRIPTION: Run the Firm, Insurance sales 7. GCG LKN, LLC POSITION: Owner NATURE: Keeping this OBA open to own real estate for rental property purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Own property and collect rental checks. 8. BURRIS SKYFALL RANCH POSITION: partner NATURE: Family owned and operated raw land. Will be used as a timber farm for first 2 years. Then converting to agricultural farm and family compound. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2025 ADDRESS: 1951 Harris Road, Charlotte NC 28211, United States DESCRIPTION: farmer

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-30
• S63 Uniform Securities Agent State Law Examination
  1999-02-21

Other Names

• Joel Evan Burris
• Joel Burris