Joshua Roche

Current Employers

Employment History

• 07/2019 → 10/2023
  Edward Jones
  St Louis, MO
• 01/2015 → 06/2019
  Paycom
  Oklahoma City, OK
• 10/2023 → Present
  Kestra Investment Services, Llc
  Oklahoma City, OK
• 10/2023 → Present
  Kestra Advisory Services, Llc
  Oklahoma City, OK

Previous Registrations

• 2019-09-16 → 2023-10-15
  Edward Jones
  Oklahoma City, OK
  St Louis, MO
  Lewisville, TX
  Oklahoma City, OK
  Mustang, OK
  Lewisville, TX

Other Businesses

Name: KESTRA ADVISORY SERVICES, LLC POSITION: Independent Contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 10/06/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment Advisor Representative through Kestra Advisory Services, LLC Name: MUSTANG PUBLIC SCHOOLS FOUNDATION POSITION: Board Member / Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No# OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2021 ADDRESS: PO Box 714, Mustang OK 73064 DESCRIPTION: Attend monthly board meetings/workshops Participate in membership votes on new activities, policies and procedures Prepare financial statements for board meetings Provide education and awareness of the foundation to local community members and interested parties Complete treasurer duties, which include maintaining bank account and quickbooks account. Writing checks and recording deposits, preparing annual budget and giving guidance toward budget projections. We do not have an investment account or interest and do not plan to add one. Name: THE ROCHE GROUP WEALTH ADVISORS POSITION: Founder & Wealth Advisor NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 13104 N MacArthur Blvd, Suite B, Oklahoma City OK 73142 DESCRIPTION: Provide and maintain office space Name: ROCHE WEALTH POSITION: Founder & Wealth Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2025 ADDRESS: 13104 N MacArthur Blvd, Suite B, Oklahoma City OK 73142, United States DESCRIPTION: I am the lead financial advisor for our firm along with the founder of the business. I provide ongoing advice and investment management to clients and also run the day-to-day operations of the business.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-14

Other Names

• Joshua Roche
• Joshua Paul Roche