Joshua Edward Fadel

Current Employers

Employment History

• 09/2011 → 02/2019
  Lpl Financial Llc
  Phoenix, AZ
• 09/2011 → Present
  Desert Schools Services, Llc
  Phoenix, AZ
• 02/2019 → Present
  Raymond James Financial Services, Inc.
  Mesa, AZ
• 02/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Mesa, AZ
• 02/2019 → Present
  Desert Financial Federal Credit Union
  Phoenix, AZ

Previous Registrations

• 2015-01-12 → 2019-02-27
  Lpl Financial Llc
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Goodyear, AZ
  Gilbert, AZ
  Scottsdale, AZ
  Apache Junction, AZ
  Mesa, AZ
  Mesa, AZ
  Gilbert, AZ
  Phoenix, AZ
  Mesa, AZ
  Sun Tan Valley, AZ
  Gilbert, AZ
  Chandler, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

(1)Name of Business: Desert Financial Wealth Services, LLC Address: 148 N 48th Street, Phoenix, AZ, 85034, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/21/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am in an Executive Leadership role. This business is a wholly owned CUSO of Desert Financial Federal Credit Union which offers P&C and Senior Market Insurance Products to members of the Credit Union under the DBA Desert Financial Insurance Services. (2)Name of Business: Eloha Holdings LLC Address: 2744 E Bighorn Ave, Phoenix, AZ, 85048, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/07/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities include strategy and decision making for the properties in the portfolio. (3)Name of Business: Fadel Family Trust Address: 3454 E Inglewood Circle, Mesa, AZ, 85213, United States Activity Type: Control Person Position/Title: Health care POA (Named Only), Trustee (Acting), Power of Attorney (Named Only) Investment Related: Yes Start Date: 08/17/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Trustee with my spouse Theresa Fadel on the Fadel Family Trust. I am also the named POA for my spouse. (4)Name of Business: Wealth Cabinet Financial Technology, LLC Address: 148 N 48th St, Phoenix, AZ, 85034-1900, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am in an Executive Leadership role With Desert Financial Credit Union. As part of my responsibilities as an executive at Desert Financial Credit Union (DFCU), I have been asked to represent DFCU on the board of Wealth Cabinet Financial Technology, LLC which is a Credit Union Service Organization (CUSO).

Exams

• S66 Uniform Combined State Law Examination
  2014-12-23