Joshua John Weiskopf

Current Employers

Employment History

• 08/2008 → 01/2018
  Minnesota Life Insurance Co
  St. Paul, MN
• 08/2008 → 01/2018
  Securian Financial Services, Inc
  St. Paul, MN
• 01/2016 → 01/2018
  Legacy Planning Partners
  Plymouth Meeting, PA
• 01/2018 → 11/2018
  Sii / John Hancock Financial Network
  Yardley, PA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Yardley, PA
• 08/2023 → Present
  Osaic Wealth, Inc
  Yardley, PA

Previous Registrations

• 2018-01-19 → 2018-11-02
  Signator Investors, Inc.
  Yardley, PA
• 2012-02-27 → 2018-01-23
  Securian Financial Services, Inc.
  Allentown, PA
  Plymouth Meeting, PA
• 2006-07-19 → 2008-08-08
  Raymond James Financial Services, Inc.
  Saint Augustine, FL

Other Businesses

1. JOSHUA J. WEISKOPF POSITION: owner NATURE: Life Insurance, sole propriotorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/18/2018 ADDRESS: 1790 Yardley-Langhorne Rd, ste 202, Yardley PA 19067, United States DESCRIPTION: work with clients to deliver fixed insurance solutions 2. BALA FINANCIAL GROUP, INC POSITION: Registered Representative NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 06/26/2020 ADDRESS: 208 Old Lancaster Road, Devon PA 19333, United States DESCRIPTION: Registered rep offering insurance and investment products to the public. 3. BALA FINANCIAL GROUP POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/26/2020 ADDRESS: 208 Old Lancaster rd, Devon PA 19333, United States DESCRIPTION: Life & Health insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-15
• S63 Uniform Securities Agent State Law Examination
  2003-01-30

Other Names

• Joshua Weiskopf