Joshua Robert Kirby

Current Employers

Employment History

• 05/2017 → 08/2017
  Anheuser-Busch
  New York, NY
• 01/2018 → 05/2018
  Tesla
  Fremont, CA
• 05/2018 → 08/2018
  Goldman Sachs
  Chicago, IL
• 09/2019 → 10/2020
  Galt And Company
  Chicago, IL
• 08/2018 → 08/2019
  University Of Illinois
  Champaign, IL
• 08/2016 → 05/2017
  University Of Illinois
  Champaign, IL
• 08/2017 → 01/2018
  University Of Illinois
  Champaign, IL
• 12/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2020 → Present
  Guardian Wealth Management, Inc
  Peoria, IL

Other Businesses

1. Name of the other business - Guardian Wealth Management, Inc 2. Is the business investment related - Yes 3. Address of the other business - 311 SW Water St Suite 210 Peoria IL 61602 4. Nature of the other business - RIA 5. Your position, title, or relationship with the other business - Registered Rep 6. The start date of your relationship - 08/2020 7. The approximate number of hours/month you devote to the other business - 200 8. The number of hours you devote to the other business during securities trading hours - 100 9. Briefly describe your duties relating to the other business - Primary advisor servicing our wealth mgmt clients. In this role I assist clients with financial planning, tax planning, estate planning 1. Name of the other business - Fixed Insurance 2. Is the business investment related - Yes 3. Address of the other business - 311 SW Water St Suite 210 Peoria IL 61602 4. Nature of the other business - Fixed / Traditional Insurance 5. Your position, title, or relationship with the other business - Agent 6. The start date of your relationship - / / / 7. The approximate number of hours/month you devote to the other business - 4 8. The number of hours you devote to the other business during securities trading hours - 4 9. Briefly describe your duties relating to the other business - Sales of Fixed / Traditional insurance products 1. Name of the other business - PKSF 2. Is the business investment related - Yes 3. Address of the other business - 80 State St Albany NY 12207 4. Nature of the other business - Fixed / Traditional Insurance 5. Your position, title, or relationship with the other business - Agent 6. The start date of your relationship - 11/2022 7. The approximate number of hours/month you devote to the other business - 4 8. The number of hours you devote to the other business during securities trading hours - 4 9. Briefly describe your duties relating to the other business - Sales of Fixed / Traditional insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-20
• S65 Uniform Investment Adviser Law Examination
  2020-07-29