Joshua David Gideon

Employer firm

Richard P. Slaughter Associates, Inc. CRD 109080

$905M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 12/2019
  Charles Schwab & Co., Inc.
  Austin, TX
• 08/2010 → 08/2019
  Utopian Bartending
  Georgetown, TX
• 07/2013 → 12/2019
  Charles Schwab Bank
  Austin, TX
• 01/2020 → 07/2026
  Richard P Slaughter Associates
  Austin, TX
• 07/2026 → Present
  Richard P Slaughter Associates
  Austin, TX

Previous Registrations

• 2013-09-23 → 2020-01-22
  Charles Schwab & Co., Inc.
  Austin, TX
  Austin, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-09-20
• S63 Uniform Securities Agent State Law Examination
  2012-05-18

Designations

• Certified Financial Planner

Other Names

• Josh Gideon