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Joshua Michael St. Laurent

Wealth In Yourself LLC

Zephyr Cove, NV

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Current Employers
Wealth In Yourself Llc

195 Highway 50 Ste 205, Zephyr Cove, NV 89448 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2023-06-16
TX RA APPROVED 2023-01-05
NY RA APPROVED 2023-01-04
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2023-06-16
  • TX RA
    APPROVED
    Since 2023-01-05
  • NY RA
    APPROVED
    Since 2023-01-04

Branch Locations

195 Highway 50 Ste 205, Zephyr Cove, NV 89448 • 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
Fidelity Investments Boston MA 02/2014 04/2022
Wealth In Yourself South Lake Tahoe CA 04/2022 Present
Strategic Advisers Llc Charlotte NC 09/2015 07/2018
Golden Gate University San Francisco CA 01/2023 Present
Ca Homes In The Pines Llc Sacramento CA 10/2020 Present
Advisorpedia Pollock Pines CA 01/2023 12/2024
Lend Edu Pollock Pines CA 01/2023 12/2024
  • 02/2014 → 04/2022
    Fidelity Investments
    Boston, MA
  • 04/2022 → Present
    Wealth In Yourself
    South Lake Tahoe, CA
  • 09/2015 → 07/2018
    Charlotte, NC
  • 01/2023 → Present
    Golden Gate University
    San Francisco, CA
  • 10/2020 → Present
    Ca Homes In The Pines Llc
    Sacramento, CA
  • 01/2023 → 12/2024
    Advisorpedia
    Pollock Pines, CA
  • 01/2023 → 12/2024
    Lend Edu
    Pollock Pines, CA
Previous Registrations
  • 2018-07-13 → 2022-04-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-09-25 → 2018-07-13
    Merrimack, NH
    Charlotte, NC
Other Businesses

Name of outside business: CA Homes In The Pines LLC; Is the business investment related: Yes; Location of the business: Sacramento, California Description of the business: Real Estate Investment Position Title: Managing Member Description: I own rental real estate that I rent out for additional income Start date with business: 10/2020 Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4. Name of outside business: Golden Gate University; Is the business investment related: No; Location of the business: 536 Mission St San Francisco California 94105 United States; Description of the business: A university; Position Title: Adjunct Professor Responsibilities Duties: Responsible for helping to facilitate courses at GGU specific to finance/financial life planning; Start date with business: 2023-01-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-22
  • S66 Uniform Combined State Law Examination
    2015-03-22
Designations
Other Names
  • Joshua Michael St Laurent
  • Josh Michael St Laurent

View on SEC IAPD

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