Joshua Michael Sobitz

Employer firm

Sobitz Financial Group, LLC CRD 337210

$88.7M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 08/2025
  Lincoln Investment
  Fort Washington, PA
• 11/2008 → 12/2021
  Elixir Rx Solutions
  Twinsburg, OH
• 03/2022 → 08/2025
  Lincoln Investment
  Fort Washington, PA
• 03/2022 → 08/2025
  Capital Analysts
  Fort Washington, PA
• 09/2025 → Present
  Sobitz Financial Group
  Uniontown, OH

Previous Registrations

• 2022-03-10 → 2025-09-03
  Lincoln Investment
  Uniontown, OH
  Union, KY
• 2022-03-10 → 2025-09-03
  Capital Analysts
  Uniontown, OH

Other Businesses

SOBITZ ENTERPRISES LLC POSITION: Director NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2003 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: No activity, just a holding LLC SOBITZ FINANCIAL GROUP LLC POSITION: Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3500 Massillion Rd #490, Uniontown OH 44685, United States DESCRIPTION: insurance

Exams

• S66 Uniform Combined State Law Examination
  2022-03-02
• S63 Uniform Securities Agent State Law Examination
  2005-03-21

Designations

• Certified Financial Planner