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Joshua Charles Peters

Invst, LLC

Indianapolis, IN

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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-08-30
  • IN RA
    APPROVED
    Since 2021-08-30

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cloud Capital Llc Grove OK 11/2010 07/2018
Cephas Fiduciary Investments Jenks OK 06/2017 03/2019
Boston Mountain Money Management Rogers AR 03/2019 11/2020
Unemployed Springdale AR 11/2020 07/2021
Invst, Llc Indianapolis IN 07/2021 Present
  • 11/2010 → 07/2018
    Cloud Capital Llc
    Grove, OK
  • 06/2017 → 03/2019
    Cephas Fiduciary Investments
    Jenks, OK
  • 03/2019 → 11/2020
    Boston Mountain Money Management
    Rogers, AR
  • 11/2020 → 07/2021
    Unemployed
    Springdale, AR
  • 07/2021 → Present
    Invst, Llc
    Indianapolis, IN
Previous Registrations
  • 2020-02-07 → 2020-12-04
    Boston Mountain Money Management, Inc.
    Bentonville, AR
  • 2011-11-04 → 2020-01-30
    Cloud Capital Llc
    Claremore, OK
  • 2018-08-24 → 2019-04-23
    Cephas Fiduciary Investments
    Jenks, OK
  • 2009-04-06 → 2014-05-29
    Braevest
    Noble, OK
  • 2009-03-02 → 2010-11-29
    J. W. Cole Advisors, Inc.
    Tampa, FL
  • 2007-06-25 → 2008-12-22
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-22
  • S66 Uniform Combined State Law Examination
    2007-06-22
Other Names
  • Joshua Peters

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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DAVID B GILMORE
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AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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