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Joshua Lawrence Graham

Westview Investment Advisors

Burlington, VT

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Current Employers
Westview Investment Advisors

118 Pine St., Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-05-14
  • VT RA
    APPROVED
    Since 2025-05-14

Branch Locations

118 Pine St., Burlington, VT 05401 • 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
Westview Investment Advisors Burlington VT 05/2025 Present
Shadowfax Capital Management Toronto 06/2020 03/2025
M Partners Toronto 10/2019 05/2020
Pickle Barrel Toronto 07/2019 09/2019
None Toronto 01/2019 07/2019
Queen's University Kingston 06/2018 12/2018
Mackenzie Financial Corporation Toronto 04/2016 06/2018
  • 05/2025 → Present
    Westview Investment Advisors
    Burlington, VT
  • 06/2020 → 03/2025
    Shadowfax Capital Management
    Toronto
  • 10/2019 → 05/2020
    M Partners
    Toronto
  • 07/2019 → 09/2019
    Pickle Barrel
    Toronto
  • 01/2019 → 07/2019
    None
    Toronto
  • 06/2018 → 12/2018
    Queen's University
    Kingston
  • 04/2016 → 06/2018
    Mackenzie Financial Corporation
    Toronto
Designations
Other Names
  • Joshua Graham

View on SEC IAPD

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PATTI J STEFFENS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT
GAINGELS VENTURES LLC · BURLINGTON, VT
GAINGELS MANAGEMENT LLC · BURLINGTON, VT
GAINGELS 10X CAPITAL DIVERSITY MANAGEMENT LLC · BURLINGTON, VT
TEUCRIUM INVESTMENT ADVISORS, LLC · BURLINGTON, VT
ONE DAY IN JULY LLC · BURLINGTON, VT

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