Joshua James Chase

Current Employers

Employment History

• 07/2012 → 08/2020
  Valmark Securities, Inc.
  Akron, OH
• 08/2012 → 08/2020
  Valmark Advisers, Inc.
  Akron, OH
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Lewiston, ME
• 09/2023 → 08/2026
  Osaic Wealth, Inc.
  Portland, ME
• 08/2026 → Present
  Lpl Financial
  Portland, ME

Previous Registrations

• 2023-09-01 → 2026-08-14
  Osaic Wealth, Inc.
  Portland, ME
• 2020-08-17 → 2023-09-01
  Osaic Services, Inc.
  Auburn, ME
  Scottsdale, AZ
  Lewiston, ME
  Lewiston, ME
  Portland, ME
• 2012-08-06 → 2020-08-18
  Valmark Advisers, Inc.
  Falmouth, ME
• 2006-05-24 → 2012-08-01
  Concourse Financial Group Securities, Inc.
  Portland, ME
  Portland, ME
  Hallowell, ME
  Auburn, ME
  Portland, ME

Other Businesses

1. 08/2026 - BGA Advisors, Inc. - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Portland, ME, 04101 – OBA Start Date: 07/01/2020 2. 08/2026 - Varney Retirement Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 200 Hour(s)/Month – 160 Hour(s) During Trading – Portland, ME, 04101 – OBA Start Date: 05/01/2023 3. 08/2026 - Varney Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 200 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/12/2026

Exams

• S66 Uniform Combined State Law Examination
  2006-05-22

Designations

Other Names

• Joshua James Chase