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Joshua Ray Adkins

Osaic Institutions, Inc.

Johnson City, TN

Pounding Mill, VA

Abingdon, VA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-04-02
VA RA APPROVED 2024-07-17
  • TN RA
    APPROVED
    Since 2025-04-02
  • VA RA
    APPROVED
    Since 2024-07-17

Branch Locations

709 Med Tech Pkwy, Johnson City, TN 37604 • United States

13250 Governor Gc Perry, Pounding Mill, VA 24637 • United States

600 East Main Street, Abingdon, VA 24210 • 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
Modern Woodmen Of America Coeburn VA 08/2015 Present
Mwa Financial Services Inc Rock Island IL 08/2015 07/2024
Osaic Instituions, Inc. Meriden CT 07/2024 Present
Trupoint Bank Grundy VA 07/2024 Present
  • 08/2015 → Present
    Modern Woodmen Of America
    Coeburn, VA
  • 08/2015 → 07/2024
    Mwa Financial Services Inc
    Rock Island, IL
  • 07/2024 → Present
    Osaic Instituions, Inc.
    Meriden, CT
  • 07/2024 → Present
    Trupoint Bank
    Grundy, VA
Previous Registrations
Other Businesses

1.) Isaiah 1:17 House Wise/Scott/Lee/Norton. Charitable fund raising. treasurer Stating Aug 2025. Approx 5 hours per month not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-01
S63 Uniform Securities Agent State Law Examination 2013-04-20
  • S65 Uniform Investment Adviser Law Examination
    2022-03-01
  • S63 Uniform Securities Agent State Law Examination
    2013-04-20

View on SEC IAPD

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