Joshua Daniel Stivers

Current Employers

Wealthportrait Financial, Llc

Austin, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-06-24

TX RA
APPROVED

Since 2021-06-24

Branch Locations

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Platinum Wealth Advisory	Lakeway	TX	11/2009	Present
Global Financial Private Capital, Llc	Sarasota	FL	03/2010	06/2017
Gf Investment Services, Llc	Sarasota	FL	02/2014	06/2017
Crossfit Hive Llc	Bee Cave	TX	02/2013	12/2018
Kalos Capital	Alpharetta	GA	06/2017	12/2021
Kalos Management	Alpharetta	GA	06/2017	07/2021
Wealthportrait Financial, Llc	Lakeway	TX	05/2021	Present
Cabin Securities Inc.	Overland Park	KS	04/2022	Present

11/2009 → Present

Platinum Wealth Advisory

Lakeway, TX
03/2010 → 06/2017

Global Financial Private Capital, Llc

Sarasota, FL
02/2014 → 06/2017

Gf Investment Services, Llc

Sarasota, FL
02/2013 → 12/2018

Crossfit Hive Llc

Bee Cave, TX
06/2017 → 12/2021

Kalos Capital

Alpharetta, GA
06/2017 → 07/2021

Kalos Management

Alpharetta, GA
05/2021 → Present

Wealthportrait Financial, Llc

Lakeway, TX
04/2022 → Present

Cabin Securities Inc.

Overland Park, KS

Previous Registrations

2017-06-05 → 2021-10-30

Kalos Management

Austin, TX

Ponte Vedra Beach, FL
2010-03-10 → 2017-06-06

Global Financial Private Capital, Inc.

Austin, TX

Sarasota, FL

Austin, TX
2009-08-25 → 2010-01-04

Usa Wealth Management Llc

Marble Falls, TX

Other Businesses

Platinum Wealth Advisory (DBA):: Provides investment related advice, money management, and securities offering. Investment related. Since 2009 Austin, TX. All securities transactions supervised through Wealthportrait Financial or Cabin Securities. All insurance services performed through Advisor Excel. Advisors Excel, Independent Insurance Agent. Investment Related, since 2009. Austin, TX United States Bristlecone Condo, Vacation rental property. Not investment related, since 2020 Breckenridge, CO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-04-15
S65	Uniform Investment Adviser Law Examination	2009-05-01

S63 Uniform Securities Agent State Law Examination

2014-04-15
S65 Uniform Investment Adviser Law Examination

2009-05-01

Other Names

Josh Daniel Stivers

View on SEC IAPD