Joshua Coello

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-28
CA	RA	APPROVED	2020-09-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
U.S. Bancorp Investments, Inc.	Beverly Hills	CA	09/2018	Present
U.S. Bank	Beverly Hills	CA	10/2016	Present
Wells Fargo	Philadelphia	PA	09/2014	10/2016
Ranstad	Philadelphia	PA	05/2014	09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimorre	MD	04/2019	Present
Bank Of America, N.A.	Baltimore	MD	04/2019	Present

09/2018 → Present

U.S. Bancorp Investments, Inc.

Beverly Hills, CA
10/2016 → Present

U.S. Bank

Beverly Hills, CA
09/2014 → 10/2016

Wells Fargo

Philadelphia, PA
05/2014 → 09/2016

Ranstad

Philadelphia, PA
04/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimorre, MD
04/2019 → Present

Bank Of America, N.A.

Baltimore, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-01
S63	Uniform Securities Agent State Law Examination	2018-12-19

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