Best Investors Account Sign in
Inactive

Joshua Dee Brumbaugh

Parkwoods Wealth Partners, LLC

Carmel, IN

Clayton, MO

Claim This Profile
Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-01
  • IN RA
    APPROVED
    Since 2025-08-01

Branch Locations

11495 North Pennsylvania Street Suite 130, Carmel, IN 46032 • United States

222 South Central Avenue Suite 500, Clayton, MO 63105 • 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
Shoreline Asset Management Llc New Castle IN 01/2015 08/2025
City Of Noblesville Fire Department Noblesville IN 06/2007 02/2025
Jd Brumbaugh Business Services, Llc Fisher IN 12/2008 Present
Brumbaugh And Brumbaugh Rental Llc Fishers IN 06/2015 Present
Novusterra, Inc Fishers IN 01/2023 Present
Parkwoods Wealth Partners, Llc Clayton MO 08/2025 Present
  • 01/2015 → 08/2025
    Shoreline Asset Management Llc
    New Castle, IN
  • 06/2007 → 02/2025
    City Of Noblesville Fire Department
    Noblesville, IN
  • 12/2008 → Present
    Jd Brumbaugh Business Services, Llc
    Fisher, IN
  • 06/2015 → Present
    Brumbaugh And Brumbaugh Rental Llc
    Fishers, IN
  • 01/2023 → Present
    Novusterra, Inc
    Fishers, IN
  • 08/2025 → Present
    Clayton, MO
Previous Registrations
  • 2015-01-27 → 2025-12-10
    Shoreline Wealth Advisors
    New Castle, IN
    Carmel, IN
Other Businesses

JD BRUMBAUGH BUSINESS SERVICES, LLC FISHERS, IN 46038 12/2008-PRESENT NON-INVESTMENT RELATED OWNER/CPA DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO HIS DUTIES, THE MAJORITY OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. BRUMBAUGH AND BRUMBAUGH RENTAL LLC FISHERS, IN 46038 JUNE 2015 TO PRESENT CO-OWNER/MEMBER NON-INVESTMENT RELATED DEVOTES APPROXIMATELY 10 HOURS PER MONTH TO HIS DUTIES, THE MAJORITY OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. DUTIES INCLUDE GENERAL MAINTENANCE/REMODELING OF PROPERTIES, ACCOUNTING AND TAX PREPARATION. NOVUSTERRA, INC FISHERS, IN 46038 JANUARY 2023 TO PRESENT ACCOUNTANT NON-INVESTMENT RELATED DEVOTES APPROXIMATELY 30 HOURS PER MONTH TO HIS DUTIES, HALF OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. DUTIES INCLUDE OVERSEEING ALL FINANCIAL ACTIVITY OF THE BUSINESS. TECHNOLOGY COMPANY THAT IS DEVELOPING TECHNOLOGY TO CREATE GRAPHENE FROM CARBON BASED WASTE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-26
  • S65 Uniform Investment Adviser Law Examination
    2013-09-26
Other Names
  • Josh Brumbaugh

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor