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Joseph Andrew Warner

Allvet Financial

Plano, TX

Manakin Sabot, VA

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Current Employers
Allvet Financial

Manakin Sabot, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

Plano, TX • United States

Manakin Sabot, VA • 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
Data Center Inc. Plano TX 01/2025 09/2025
Vericast Georgetown KY 08/2024 01/2025
Data Center Inc. Georgetown KY 10/2019 08/2024
Heartland Credit Union Hutchinson KS 05/2018 10/2019
Briggs Auto Group Manhattan KS 01/2018 05/2018
At&T Manhattan KS 09/2016 12/2017
Kansas State University Manhattan KS 08/2013 05/2017
Allvet Financial Llc Manakin Sabot VA 10/2025 Present
Dr. Meredith Jones, Llc Manakin Sabot VA 10/2025 Present
  • 01/2025 → 09/2025
    Data Center Inc.
    Plano, TX
  • 08/2024 → 01/2025
    Vericast
    Georgetown, KY
  • 10/2019 → 08/2024
    Data Center Inc.
    Georgetown, KY
  • 05/2018 → 10/2019
    Heartland Credit Union
    Hutchinson, KS
  • 01/2018 → 05/2018
    Briggs Auto Group
    Manhattan, KS
  • 09/2016 → 12/2017
    At&T
    Manhattan, KS
  • 08/2013 → 05/2017
    Kansas State University
    Manhattan, KS
  • 10/2025 → Present
    Allvet Financial Llc
    Manakin Sabot, VA
  • 10/2025 → Present
    Dr. Meredith Jones, Llc
    Manakin Sabot, VA
Other Businesses

Joseph Warner, via Joe Warner CSLP LLC, also does student loan consulting for Dr. Meredith Jones, LLC. He spends 25 hours per month on this activity, and will do consults during trading hours. Not investment related. Joseph Warner is the sole owner of Warner Property Management LLC, a property management company that manages 4 single family rental homes. He spends less than 1 hour per month on this activity outside of trading hours. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
Other Names
  • Joe Warner
  • Joseph Warner

View on SEC IAPD

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