Joshua Adam Oller

Current Employers

Employment History

• 07/2019 → 04/2025
  Summit Wealth Group
  Madison, MS
• 01/2012 → 07/2019
  Bankfirst Financial Services
  Madison, MS
• 09/2019 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Summit Wealth Group Llc
  Ridgeland, MS
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-12-06 → 2025-05-05
  Commonwealth Financial Network
  Ridgeland, MS
  Madison, MS
  Flowood, MS

Other Businesses

1. Summit Weath Group LLC. Investment-related. At registered location. RIA. IAR. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. ProTraj, LLC. Not investment-related. 2249 Southwood Rd., Jacksonville, MS 39211. Operating LLC/Support Company. Owner. 08/2022. 1 hr/month. 1 hr during trading hrs. This is a single member LLC set up to receive my Financial Advisory income from Summit Wealth Group.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-04

Designations

Other Names

• Josh Adam Oller
• Joshua Oller