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Joel Bogosh

Steward Partners Investment Advisory, LLC

Stamford, CT

Littleton, CO

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-02
TX RA APPROVED 2024-12-09
CO RA APPROVED 2023-04-04
  • LA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2024-12-09
  • CO RA
    APPROVED
    Since 2023-04-04

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Littleton, CO • 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
Raymond James & Associates St Petersburg FL 11/2012 06/2018
Raymond James Financial Services, Inc. Littleton CO 06/2018 08/2022
Raymond James & Associates Littleton CO 10/2019 08/2022
Steward Partners Investment Solutions, Llc Littleton CO 01/2023 Present
Steward Partners Global Advisory, Llc Littleton CO 01/2023 Present
Avantax Wealth Management Littleton CO 08/2022 01/2023
Bluestone Staffing Littleton CO 08/2022 01/2023
Steward Partners Investment Advisory, Llc Littleton CO 03/2023 Present
  • 11/2012 → 06/2018
    Raymond James & Associates
    St Petersburg, FL
  • 06/2018 → 08/2022
    Raymond James Financial Services, Inc.
    Littleton, CO
  • 10/2019 → 08/2022
    Raymond James & Associates
    Littleton, CO
  • 01/2023 → Present
    Steward Partners Investment Solutions, Llc
    Littleton, CO
  • 01/2023 → Present
    Steward Partners Global Advisory, Llc
    Littleton, CO
  • 08/2022 → 01/2023
    Avantax Wealth Management
    Littleton, CO
  • 08/2022 → 01/2023
    Bluestone Staffing
    Littleton, CO
  • 03/2023 → Present
    Steward Partners Investment Advisory, Llc
    Littleton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-30
  • S66 Uniform Combined State Law Examination
    2023-03-30
Other Names
  • Joel Anthony Bogosh

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
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