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Joshua Scott Roberts

Robert W. Baird & Co. Incorporated

Fairfax, VA

Reston, VA

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-15
  • VA RA
    APPROVED
    Since 2025-09-15

Branch Locations

12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • United States

Reston, VA • 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
Cassaday & Company, Inc. Mclean VA 06/2021 09/2025
Clark & Associates Inc. Financial Solutions Reston VA 08/2019 05/2021
Ballast Point Brewing & Spirits Daleville VA 07/2018 05/2019
Glenn Robinson Cathey Memmer & Skaff, Plc Roanoke VA 09/2014 11/2017
Roanoke College Salem VA 08/2015 05/2019
Osaic Wealth, Inc. Mclean VA 09/2023 09/2025
Robert W. Baird & Co. Incorporated Fairfax VA 09/2025 Present
  • 06/2021 → 09/2025
    Cassaday & Company, Inc.
    Mclean, VA
  • 08/2019 → 05/2021
    Clark & Associates Inc. Financial Solutions
    Reston, VA
  • 07/2018 → 05/2019
    Ballast Point Brewing & Spirits
    Daleville, VA
  • 09/2014 → 11/2017
    Glenn Robinson Cathey Memmer & Skaff, Plc
    Roanoke, VA
  • 08/2015 → 05/2019
    Roanoke College
    Salem, VA
  • 09/2023 → 09/2025
    Osaic Wealth, Inc.
    Mclean, VA
  • 09/2025 → Present
    Robert W. Baird & Co. Incorporated
    Fairfax, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-04
  • S66 Uniform Combined State Law Examination
    2025-01-04

View on SEC IAPD

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Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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