Joscelyn Joseph Worrell

Current Employers

Employment History

• 07/2015 → 10/2021
  Tdameritrade, Inc.
  Atlanta, GA
• 10/2021 → 12/2025
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 10/2021 → 12/2025
  Charles Schwab Bank, Ssb
  Atlanta, GA
• 02/2022 → 06/2024
  Td Ameritrade, Inc.
  Atlanta, GA
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Groveiq Tax And Consulting, Llc
  Marietta, GA
• 03/2023 → Present
  Stoneguard Management
  Marietta, GA
• 12/2021 → Present
  1923 Skyfall Llc
  Atlanta, GA
• 11/2025 → Present
  Grove Wealth Solutions
  Marietta, GA

Previous Registrations

• 2021-10-19 → 2025-12-23
  Charles Schwab & Co., Inc.
  Sandy Springs, GA
  Atlanta, GA
• 2022-03-02 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Sandy Springs, GA
  Atlanta, GA
  Omaha, NE
• 2015-08-10 → 2021-10-20
  Td Ameritrade, Inc.
  Atlanta, GA
• 2015-08-10 → 2021-10-20
  Td Ameritrade Investment Management, Llc
  Atlanta, GA
  Atlanta, GA
• 2012-08-31 → 2015-07-28
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
• 2010-07-15 → 2011-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 2007-09-12 → 2010-06-28
  Truist Investment Services, Inc.
  Atlanta, GA
  Lilburn, GA
  Conyers, GA
  Greensboro, GA
  Eatonton, GA
  Conyers, GA
  Conyers, GA
  Conyers, GA
  Atlanta, GA
  Tucker, GA
  Tucker, GA
  Stone Mountain, GA
  Snellville, GA
  Stone Mountain, GA
  Stone Mountain, GA
  Decatur, GA
  Atlanta, GA
• 2007-02-07 → 2007-08-30
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: GROVEIQ TAX AND CONSULTING, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: TAX PREP AND PLANNING START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: BUSINESS DEVELOPMENT; 2. NAME OF OTHER BUSINESS: STONEGUARD MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROPERTY MANAGEMENT START DATE: 03/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT; 3. NAME OF OTHER BUSINESS: 1923 SKYFALL LLC INVESTMENT RELATED: NO ADDRESS: 1923 SKYFALL CIRCLE ATLANTA GA NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 12/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: TURNING OVER TENANT, MARKETING AND FINDING NEW TENANTS, COLLECTING RENT AND MAINTAINING RENTAL PROPERTY/MANAGING CONTRACTORS TO MAINTAIN PROPERTY; 4. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: GROVE WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02

Designations

Other Names

• Jos Joseph Worrell
• Joscelyn Worrell
• Jos Worrell
• Joscelyn J Worrell