Joshua Lee Linton

Current Employers

Employment History

• 10/2013 → 08/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 08/2017
  Suntrust Advisory Services
  Atlanta, GA
• 09/2017 → 02/2018
  Invest Financial Corporation
  Augusta, GA
• 09/2017 → 06/2024
  Queensborough National Bank
  Augusta, GA
• 02/2018 → 06/2024
  Lpl Financial, Llc
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Investment Services, Inc.
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Insruance Agency, Llc
  Augusta, GA
• 05/2024 → Present
  Jlmk Llc Dba Noble Oak Financial
  Augusta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-20 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Augusta, GA
• 2018-02-14 → 2024-06-26
  Lpl Financial Llc
  Augusta, GA
  Augusta, GA
  Augusta, GA
  Waynesboro, GA
  Martinez, GA
  Martinez, GA
  Sandersville, GA
• 2017-09-01 → 2018-02-16
  Invest Financial Corporation
  Appleton, WI
  Augusta, GA
• 2016-09-06 → 2017-09-06
  Truist Advisory Services, Inc.
  Augusta, GA
  Augusta, GA
  Augusta, GA
  Martinez, GA
  Augusta, GA
  Augusta, GA
• 2013-10-15 → 2016-12-31
  Truist Investment Services, Inc.
  Augusta, GA
  Augusta, GA
  Martinez, GA
  Augusta, GA
  Augusta, GA
  Augusta, GA
• 2013-03-15 → 2013-10-18
  Fifth Third Securities, Inc.
  Augusta, GA
  Augusta, GA
  Martinez, GA

Other Businesses

1) RENTAL PROPERTY POSITION: Owner of property NATURE: Owner of a rental property with 2 units. Property does not require any use of my time during normal business/market hours. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2019 ADDRESS: 607 Oberlin Rd, Augusta GA 30909, United States DESCRIPTION: I address any issues if/when they arise regarding the property mainly in the event something breaks or needs service. I have service providers to address those issues when they arise. 2) JLMK LLC DBA NOBLE OAK FINANCIAL POSITION: Organizer NATURE: Entity for Avantax related business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2024 ADDRESS: 147 Davis Rd, STE B, Augusta GA 30907, United States DESCRIPTION: Owner/Parnter in the financial services, business. Providez financial planning, retirement planning, income planning, insurance planning ,business succession planning. 3) 54 NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public issues in Richmond County, GA. Do not advertise or charge for this service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 607 Oberlin Rd, Augusta GA 30909, United States DESCRIPTION: Provide a notary stamp upon verification of identity of signer.I understand that I am prohibited from notarizing investment related documents while also acting as the fp on the account of a client.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-14
• S63 Uniform Securities Agent State Law Examination
  2008-08-20

Other Names

• Josh Linton
• Joshua Linton
• Joshua Lee Linton