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Joshua Wade Newell

Better Pockets Financial

Fort Collins, CO

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Current Employers
Better Pockets Financial

242 Linden St 1St Floor, Fort Collins, CO 80524 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-31
NY RA APPROVED 2024-08-30
LA RA APPROVED 2024-07-17
TX RA APPROVED 2023-02-08
CO RA APPROVED 2022-01-03
  • OH RA
    APPROVED
    Since 2025-07-31
  • NY RA
    APPROVED
    Since 2024-08-30
  • LA RA
    APPROVED
    Since 2024-07-17
  • TX RA
    APPROVED
    Since 2023-02-08
  • CO RA
    APPROVED
    Since 2022-01-03

Branch Locations

242 Linden St 1St Floor, Fort Collins, CO 80524 • 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
Gwfs Equities, Inc. Greenwood Village CO 01/2014 07/2020
America United Life Greenwood Village CO 10/2020 11/2021
Unemployed Englewood CO 07/2020 10/2020
Better Pockets Financial Llc Fort Collins CO 11/2021 Present
Oneamerica Securities Greenwood Village CO 11/2020 11/2021
  • 01/2014 → 07/2020
    Gwfs Equities, Inc.
    Greenwood Village, CO
  • 10/2020 → 11/2021
    America United Life
    Greenwood Village, CO
  • 07/2020 → 10/2020
    Unemployed
    Englewood, CO
  • 11/2021 → Present
    Better Pockets Financial Llc
    Fort Collins, CO
  • 11/2020 → 11/2021
    Oneamerica Securities
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-18
S63 Uniform Securities Agent State Law Examination 2014-02-14
  • S65 Uniform Investment Adviser Law Examination
    2020-09-18
  • S63 Uniform Securities Agent State Law Examination
    2014-02-14
Other Names
  • Josh Newell

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
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