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Joshua Wyatt Lancaster

Brown Financial Advisory

Fairhope, AL

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Current Employers
Brown Financial Advisory

54 S. Greeno Road, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-09-12
  • AL RA
    APPROVED
    Since 2018-09-12

Branch Locations

54 S. Greeno Road, Fairhope, AL 36532 • 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
Kinsight, Llc Birmingham AL 06/2011 08/2018
Warren Averett Asset Management, Llc Birmingham AL 04/2017 08/2018
Brown Financial Advisory Fairhope AL 09/2018 Present
  • 06/2011 → 08/2018
    Kinsight, Llc
    Birmingham, AL
  • 04/2017 → 08/2018
    Warren Averett Asset Management, Llc
    Birmingham, AL
  • 09/2018 → Present
    Brown Financial Advisory
    Fairhope, AL
Previous Registrations
  • 2017-04-28 → 2018-08-21
    Waverly Advisors, Llc
    Birmingham, AL
    Birmingham, AL
  • 2002-10-10 → 2018-03-09
    Kinsight, Llc
    Birmingham, AL
Designations
Other Names
  • Josh Lancaster
  • Joshua W Lancaster

View on SEC IAPD

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