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Joshua Michael Pohl

Hobart Wealth

Charlotte, NC

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Current Employers
Hobart Wealth

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-05
  • NC RA
    APPROVED
    Since 2025-09-05

Branch Locations

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • 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
Td Ameritrade Omaha NE 06/2015 04/2021
Aw Securities Folsom CA 05/2022 08/2023
Wealthcare Capital Management Philadelphia PA 04/2021 05/2022
Ep Wealth Advisors, Llc Irvine CA 08/2023 08/2025
Hobart Wealth Charlotte NC 08/2025 Present
  • 06/2015 → 04/2021
    Td Ameritrade
    Omaha, NE
  • 05/2022 → 08/2023
    Aw Securities
    Folsom, CA
  • 04/2021 → 05/2022
    Wealthcare Capital Management
    Philadelphia, PA
  • 08/2023 → 08/2025
    Ep Wealth Advisors, Llc
    Irvine, CA
  • 08/2025 → Present
    Hobart Wealth
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-11
S63 Uniform Securities Agent State Law Examination 2015-08-12
  • S65 Uniform Investment Adviser Law Examination
    2023-10-11
  • S63 Uniform Securities Agent State Law Examination
    2015-08-12

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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