Joshua Reed Stein

Current Employers

Employment History

• 02/2013 → 11/2022
  Mid Atlantic Capital Corporation
  Canonsburg, PA
• 02/2013 → 11/2021
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 09/2017 → Present
  Stein Wealth Advisors
  Canonsburg, PA
• 11/2021 → 12/2022
  Newedge Advisors, Llc
  New Orleans, LA
• 12/2022 → Present
  Lpl Financial Llc
  Canonsburg, PA

Previous Registrations

• 2021-11-01 → 2022-12-05
  Newedge Advisors
  New Orleans, LA
  Canonsburg, PA
• 2013-02-04 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Mcmurray, PA
  Mcmurray, PA
  Pittsburgh, PA
  Canonsburg, PA
• 2011-10-12 → 2013-02-07
  New England Securities
  Pittsburgh, PA
• 2011-01-25 → 2011-09-09
  Pruco Securities, Llc.
  Canonsburg, PA
• 2009-03-10 → 2009-08-04
  Natcity Investments, Inc.
  Uniontown, PA
  Uniontown, PA
  Carmichaels, PA
  Uniontown, PA
  Masontown, PA
  Hopwood, PA
• 2009-02-27 → 2009-03-11
  H Financial Management
  Canonsburg, PA
• 2008-07-03 → 2008-12-19
  Cetera Advisors Llc
  Canonsburg, PA
• 2005-04-06 → 2008-07-08
  Ameriprise Financial Services, Llc
  Sewickley, PA
  Dublin, OH
  Pittsburgh, PA
  Sewickley, PA
  Pittsburgh, PA

Other Businesses

1)12/2022- Stein Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Canonsburg, PA 2) 12/2022- Stein Wealth Advisors- Non-Variable Insurance- Agent selling Life, Health, DI, LTC, Annuities- inv. related- Canonsburg, PA- start dat 2/2009- 2hrs/mth 3) 12/2022- Stein Wealth Management, LLC- Real Estate Rental- part owner- inv. related- 1701 & 1702 Ashwood Drive, Canonsburg, PA 15317- start date 2/2009 - 2hrs/mth 4) 03/10/2025 - Stein Time, LLC - Not Investment Related - Business Owner - Home Based - Start Date:05/01/2023 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-07

Designations

Other Names

• Josh Stein