Joshua Paul Roberts

Current Employers

Employment History

• 05/2015 → 04/2017
  Roseman Wealth Advisors
  Tyler, TX
• 04/2017 → Present
  Roseman Wealth Advisors
  Tyler, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Tyler, TX
• 04/2015 → Present
  Kestra Investment Services, Llc
  Tyler, TX

Other Businesses

Bus Name: Roseman Wealth Advisors POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/04/2015 ADDRESS: 3300 S. Broadway Ste 102, Tyler TX 75701 DESCRIPTION: Financial and investment advisory services; practice management and accounting duties Bus Name: Josh Roberts Investment Related: Yes Address: 7408 Hollyoak Drive Tyler TX 75703 Nature of Business: Real Estate Position, Title or Relationship: Landlord, owner of property Start Date: 7/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Providing a place to live, minor maintenance, etc.rt owner and teacher for the education programs we provide. Bus Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/03/2017 ADDRESS: 5707 Southwest Parkway Building 2, Ste 400, Austin TX 78735 DESCRIPTION: Investment and Advisory Services Bus Name: EAST TEXAS COMMUNITIES FOUNDATION POSITION: Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes, # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/21/2025 ADDRESS: 315 N Broadway Ave #210, Tyler TX 75702, United States DESCRIPTION: I will be helping raise awareness of the organization, on a committee that evaluates a third party investment manager, and provide guidance on other general governance and board of directors type duties.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-03

Designations