Best Investors Account Sign in

Joshua Samuel Bartholomew

Kestra Advisory Services, LLC

Austin, TX

Matthews, NC

Claim This Profile
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-02
NC RA APPROVED 2023-08-01
  • TX RA
    APPROVED_RES
    Since 2023-08-02
  • NC RA
    APPROVED
    Since 2023-08-01

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Matthews, NC • 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
Horizon Investments Charlotte NC 07/2003 07/2023
Quasar Distributors, Llc Milwaukee WI 05/2018 09/2020
Fortune Financial Services Monaca PA 07/2021 07/2023
Kestra Investment Services, Llc Austin TX 07/2023 Present
Kestra Advisory Services, Llc Austin TX 07/2023 Present
  • 07/2003 → 07/2023
    Horizon Investments
    Charlotte, NC
  • 05/2018 → 09/2020
    Quasar Distributors, Llc
    Milwaukee, WI
  • 07/2021 → 07/2023
    Fortune Financial Services
    Monaca, PA
  • 07/2023 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 07/2023 → Present
    Kestra Advisory Services, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-18
S65 Uniform Investment Adviser Law Examination 2007-06-04
  • S63 Uniform Securities Agent State Law Examination
    2021-11-18
  • S65 Uniform Investment Adviser Law Examination
    2007-06-04
Other Names
  • Joshua Samuel Bartholomew
  • Joshua Bartholomew

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor