Joshua Alan Richardson

Current Employers

Peak Retirement Planning, Inc.

3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-01-10

OH RA
APPROVED

Since 2023-01-10

Branch Locations

3600 Olentangy River Road Building 501, Columbus, OH 43214 • 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

Organization	City	State	From	To
Foresters Financial Services	Dublin	OH	05/2016	09/2016
The Sygma Network	Dublin	OH	09/2016	06/2020
Genpact	Dublin	OH	06/2020	12/2022
Peak Retirement Planning, Inc.	Columbus	OH	01/2023	Present

05/2016 → 09/2016

Foresters Financial Services

Dublin, OH
09/2016 → 06/2020

The Sygma Network

Dublin, OH
06/2020 → 12/2022

Genpact

Dublin, OH
01/2023 → Present

Peak Retirement Planning, Inc.

Columbus, OH

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; COLUMBUS, OH; AGENT; START DATE: 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-24

S65 Uniform Investment Adviser Law Examination

2022-10-24

View on SEC IAPD

Current Employers

Peak Retirement Planning, Inc.

Disclosures

Employment History

Other Businesses

Exams

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