Josiah Matthew Robbins

Current Employers

Employment History

• 08/2020 → 01/2023
  Mcdaniel Wealth Management, Pllc
  Danville, KY
• 06/2020 → 07/2020
  Gander & Associates, Pllc
  Stanford, KY
• 09/2022 → 09/2025
  Avantax Investment Services Inc.
  Danville, KY
• 09/2022 → 09/2025
  Avantax Advisory Services
  Danville, KY
• 06/2016 → 05/2020
  University Of The Cumberlands
  Williamsburg, KY
• 08/2020 → Present
  Liberty University
  Lynchburg, VA
• 08/2020 → Present
  Mcdaniel Wealth Management, Pllc
  Danville, KY
• 11/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Danville, KY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lexington, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-01-01 → 2025-09-05
  Avantax Advisory Services
  Danville, KY
  Lexington, KY
  Lexington, KY

Other Businesses

1) MCDANIEL WEALTH MANAGEMENT, PLLC POSITION: Tax + Wealth Associate NATURE: The McDaniel Wealth Management Firm provides a comprehensive approach to wealth management as we integrate our tax expertise into the portfolio management of our clients. McDaniel Wealth management provides tax preparation services as well as investing services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/03/2020; 213 W. Main Street, Danville KY 40422, My responsibilities in the firm include tax preparation and accounting services. In addition, I assist our Financial Advisors in preparing personal financial statements.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30

Designations

Other Names

• Josiah Robbins