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Current Employers
Joshua Duvall Financial Planning & Accounting, Llc

Tabernacle, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-04-18
  • NJ RA
    APPROVED
    Since 2017-04-18

Branch Locations

Tabernacle, NJ • 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
Cordasco Financial Network, Llc Philadelphia PA 01/2015 09/2016
Andrew Garrett Inc Nyc NY 01/2015 09/2016
Joshua Duvall Cherry Hill NJ 04/2017 Present
Kennedy Health Voorhees NJ 09/2016 Present
  • 01/2015 → 09/2016
    Cordasco Financial Network, Llc
    Philadelphia, PA
  • 01/2015 → 09/2016
    Andrew Garrett Inc
    Nyc, NY
  • 04/2017 → Present
    Joshua Duvall
    Cherry Hill, NJ
  • 09/2016 → Present
    Kennedy Health
    Voorhees, NJ
Previous Registrations
  • 2015-01-29 → 2016-09-19
    Cordasco Financial Network, Inc.
    Naples, FL
  • 2013-07-02 → 2013-12-09
    West Des Moines, IA
    Clifton Parks, NY
Other Businesses

Kennedy Health Non-investment related 1099 White Horse Road Voorhees, NJ 08043 Digital Marketing 09/2016 160 hours per month Digital marketing manager for Kennedy Health

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-29
S63 Uniform Securities Agent State Law Examination 2012-02-23
  • S65 Uniform Investment Adviser Law Examination
    2013-06-29
  • S63 Uniform Securities Agent State Law Examination
    2012-02-23
Designations
Other Names
  • Josh Dale Kelley Duvall
  • Joshua Dale Duvall

View on SEC IAPD

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