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Joshua Samuel Schlagel

Parkwoods Wealth Partners, LLC

Clayton, MO

New Castle, IN

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Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-09
  • IN RA
    APPROVED
    Since 2026-03-09

Branch Locations

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

412 South Main Street, New Castle, IN 47362 • 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
Parkwoods Wealth Partners, Llc Clayton MO 02/2026 Present
Parkwoods Wealth Partners, Llc Clayton MO 08/2025 02/2026
Shore & Company, P.C. New Castle IN 05/2018 07/2025
Whitinger & Company Muncie IN 01/2018 04/2018
Thomas Edison State University Trenton NJ 08/2015 05/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

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