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Joshua Julian Zins

Plandeavor

Arlington, VA

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Current Employers
Plandeavor

1530 Wilson Blvd Ste 650, Arlington, VA 22209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-09
FL RA APPROVED 2026-06-05
VA RA APPROVED 2024-05-15
  • TX RA
    APPROVED
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-05
  • VA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1530 Wilson Blvd Ste 650, Arlington, VA 22209 • 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
Student Boston MA 07/2008 05/2017
Unemployed Washington NJ 05/2017 08/2018
Northwestern Mutual Investment Services, Llc Washington DC 09/2018 03/2024
Plandeavor Llc Arlington VA 05/2024 Present
  • 07/2008 → 05/2017
    Student
    Boston, MA
  • 05/2017 → 08/2018
    Unemployed
    Washington, NJ
  • 09/2018 → 03/2024
    Northwestern Mutual Investment Services, Llc
    Washington, DC
  • 05/2024 → Present
    Plandeavor Llc
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-16
S63 Uniform Securities Agent State Law Examination 2018-09-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-16
  • S63 Uniform Securities Agent State Law Examination
    2018-09-15
Other Names
  • Josh Zins

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CORETEGIC CAPITAL, LLC
WENDROFF WEALTH ADVISORS
LPL FINANCIAL LLC

Other Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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