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Joshua Ryder Taff

New Perspectives, Inc.

Ridgeland, MS

CRD 6009566

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Employer firm

New Perspectives, Inc. CRD 113925

$309M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
New Perspectives, Inc.

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-12-19
MD RA APPROVED 2025-12-19
NC RA APPROVED 2025-12-19
MS RA APPROVED 2023-07-31
  • AL RA
    APPROVED
    Since 2025-12-19
  • MD RA
    APPROVED
    Since 2025-12-19
  • NC RA
    APPROVED
    Since 2025-12-19
  • MS RA
    APPROVED
    Since 2023-07-31

Branch Locations

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • 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
New Perspectives, Inc Ridgeland MS 01/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-09
  • S65 Uniform Investment Adviser Law Examination
    2012-01-09
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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