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Current Employers
Joseph Wealth Management, Llc

7600 West Roosevelt Rd. Suite 10, Forest Park, IL 60130 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-08
IL RA APPROVED 2026-04-08
  • GA RA
    APPROVED
    Since 2026-04-08
  • IL RA
    APPROVED
    Since 2026-04-08

Branch Locations

7600 West Roosevelt Rd. Suite 10, Forest Park, IL 60130 • United States

Marietta, GA • United States

275 Interstate North Circle Se Suite 200, Atlanta, GA 30339 • 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
The O.N. Equity Sales Company Cincinnati OH 06/2016 09/2016
Ohio National Financial Services Cincinnati OH 06/2016 09/2016
New York Life Ins Co Atlanta GA 10/2016 07/2025
Nylife Securities Llc Atlanta GA 11/2016 07/2025
Commonweatlh Of Atlanta Atlanta GA 05/2016 09/2016
Eagle Strategies Llc Marietta GA 11/2017 07/2025
Joseph Wealth Management, Llc Marietta GA 03/2026 Present
Unemployed Marietta GA 07/2025 03/2026
Joseph Eden Capital, Llc Forest Park IL 03/2026 Present
  • 06/2016 → 09/2016
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 06/2016 → 09/2016
    Ohio National Financial Services
    Cincinnati, OH
  • 10/2016 → 07/2025
    New York Life Ins Co
    Atlanta, GA
  • 11/2016 → 07/2025
    Nylife Securities Llc
    Atlanta, GA
  • 05/2016 → 09/2016
    Commonweatlh Of Atlanta
    Atlanta, GA
  • 11/2017 → 07/2025
    Marietta, GA
  • 03/2026 → Present
    Marietta, GA
  • 07/2025 → 03/2026
    Unemployed
    Marietta, GA
  • 03/2026 → Present
    Joseph Eden Capital, Llc
    Forest Park, IL
Previous Registrations
  • 2017-12-06 → 2025-07-22
    Marietta, GA
    Atlanta, GA
    Alpharetta, GA
  • 2010-09-22 → 2016-05-26
    Atlanta, GA
  • 2003-05-08 → 2008-07-30
    Truist Investment Services, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2005-02-24 → 2007-01-10
    Truist Securities, Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

1) Renewal Commissions; Receive renewal commissions from brokering insurance products; 1264 Emma Jean Pl, Marietta, GA 30064; Start Date 03/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours. 2) Dogzmania, Not Investment-related. 1264 Emma Jean Place, Marietta, GA 30064, Nature of business: Online Sales of Dog Products, Position: Owner, Start date-5/9/25, 3 hours worked per month; 0 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-20
S63 Uniform Securities Agent State Law Examination 1993-08-16
  • S65 Uniform Investment Adviser Law Examination
    1999-03-20
  • S63 Uniform Securities Agent State Law Examination
    1993-08-16
Other Names
  • Dana Lynton Gordon

View on SEC IAPD

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