Joshua R Tomeoni

Current Employers

Narrative Financial Group

Washougal, WA • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-26
WA	RA	APPROVED	2025-03-12

OR RA
APPROVED

Since 2025-03-26
WA RA
APPROVED

Since 2025-03-12

Branch Locations

Washougal, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Guardian Life Insurance Company	Lake Oswego	OR	08/2011	09/2019
Massmutual Life Insurance Company	Washougal	WA	09/2019	01/2025
Mml Investors Services, Llc	Washougal	WA	10/2019	01/2025
Narrative Financial Group Llc	Washougal	WA	02/2025	Present

08/2011 → 09/2019

Guardian Life Insurance Company

Lake Oswego, OR
09/2019 → 01/2025

Massmutual Life Insurance Company

Washougal, WA
10/2019 → 01/2025

Mml Investors Services, Llc

Washougal, WA
02/2025 → Present

Narrative Financial Group Llc

Washougal, WA

Previous Registrations

2020-03-19 → 2025-02-04

Mml Investors Services, Llc

Lake Oswego, OR

Washougal, WA
2012-02-13 → 2019-09-26

Park Avenue Securities Llc

Lake Oswego, OR

Other Businesses

NAME: THE DERELICT LLC INV REL: N ADD: 2395 N S ST WASHOUGAL WA 98671 NATURE: ENTERTAINMENT POSITION: OWNER START DATE: 11/20/2023 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 2 DUTIES: HANDLE ALL DAY TO DAY OPERATIONS OF ENTERTAINMENT COMPANY. NOT INSURANCE, INVESTMENT OR SECURITIES RELATED AT ALL.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-01-06

S66 Uniform Combined State Law Examination

2012-01-06

Designations

View on SEC IAPD