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Joshua Edward Weiss

Compass Planning Associates, Inc.

Dover, NH

Greenfield, MA

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Current Employers
Compass Planning Associates, Inc.

Greenfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-13
NH RA APPROVED 2020-03-26
  • TX RA
    APPROVED
    Since 2020-08-13
  • NH RA
    APPROVED
    Since 2020-03-26

Branch Locations

Dover, NH • United States

Greenfield, MA • 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
Wentworth Country Club Rye NH 05/2017 08/2017
Fidelity Brokerage Services Llc Merrimack NH 06/2018 01/2020
Liberty Mutual Insurance Company Dover NH 09/2017 04/2018
Bond University Robina 01/2017 04/2017
University Of New Hampshire Durham NH 09/2014 05/2018
Compass Planning Associates, Inc Boston MA 01/2020 Present
  • 05/2017 → 08/2017
    Wentworth Country Club
    Rye, NH
  • 06/2018 → 01/2020
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2017 → 04/2018
    Liberty Mutual Insurance Company
    Dover, NH
  • 01/2017 → 04/2017
    Bond University
    Robina
  • 09/2014 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 01/2020 → Present
    Compass Planning Associates, Inc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-08
  • S66 Uniform Combined State Law Examination
    2018-11-08
Other Names
  • Joshua Edward Weiss
  • Josh Weiss
  • Joshua E Weiss

View on SEC IAPD

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