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Joseph Allen Marshall

Coastal Capital Advisors

Irvine, CA

Santa Barbara, CA

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Current Employers
Coastal Capital Advisors

Irvine, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-29
ID RA APPROVED 2026-03-10
TX RA APPROVED_RES 2024-08-26
CO RA APPROVED 2022-01-28
CA RA APPROVED 2020-04-10
  • NY RA
    APPROVED
    Since 2026-05-29
  • ID RA
    APPROVED
    Since 2026-03-10
  • TX RA
    APPROVED_RES
    Since 2024-08-26
  • CO RA
    APPROVED
    Since 2022-01-28
  • CA RA
    APPROVED
    Since 2020-04-10

Branch Locations

Irvine, CA • United States

424 Olive St, Santa Barbara, CA 93101 • 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
Procore Technologies Santa Barbara CA 04/2019 04/2020
Procore Technologies Santa Barbara CA 07/2017 03/2019
Procore Technologies Santa Barbara CA 01/2016 06/2017
Coastal Capital Advisors Santa Barbara CA 04/2020 Present
  • 04/2019 → 04/2020
    Procore Technologies
    Santa Barbara, CA
  • 07/2017 → 03/2019
    Procore Technologies
    Santa Barbara, CA
  • 01/2016 → 06/2017
    Procore Technologies
    Santa Barbara, CA
  • 04/2020 → Present
    Coastal Capital Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-04
  • S65 Uniform Investment Adviser Law Examination
    2020-03-04
Other Names
  • Joseph Marshall

View on SEC IAPD

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