Joshua Mark Quilty-Koval

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2022 → 11/2023
  Triad Hybrid Solutions
  Norcross, GA
• 05/2006 → Present
  Upstate Financial Network, Llc
  Manlius, NY
• 05/2006 → 11/2023
  Lead Brokerage
  Manlius, NY
• 02/2016 → 11/2023
  Triad Advisors
  Norcross, GA
• 02/2016 → 01/2022
  Triad Hybrid Solutions
  Norcross, GA
• 11/2023 → Present
  Lpl Financial Llc
  Manlius, NY
• 08/2021 → 11/2023
  Trust Financial Services
  Florham Park, NJ

Previous Registrations

• 2022-01-04 → 2023-12-01
  Osaic Advisory Services, Llc
  Manlius, NY
  Atlanta, GA

Other Businesses

1) 11/20/2023 - Joshua Quilty-Koval Insurance Representative - Non-Variable Insurance - Selling: Life, Accident & Health - NY 14450 - Not investment related - 4 Hours per month - Start date: 2010. 2) 11/20/2023 - Upstate Financial Network, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-26

Other Names

• Josh Mark Quilty-Koval