Best Investors Account Sign in

Joshua Gilenson

LPl Financial LLC

Fort Mill, SC

New City, NY

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-03
  • NY RA
    APPROVED
    Since 2021-06-03

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

New City, NY • 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
Morgan Stanley New York NY 09/2015 05/2021
Lpl Financial Llc New City NY 05/2021 Present
Previous Registrations
  • 2015-10-16 → 2021-06-08
    Morgan Stanley
    New York, NY
    Purchase, NY
    New York, NY
    New York, NY
    New York, NY
  • 2013-09-24 → 2015-09-30
    Citigroup Global Markets Inc.
    New York, NY
    Long Island City, NY
    New York, NY
    Stamford, CT
    New York, NY
Other Businesses

(1) 12/29/2021 - J Realty Group - Not Investment Related - 22 S Main St Suite 1, New City, NY 10956 - Mortgage/Real Estate Services - Start Date 2/1/2022 - 0-5 Hours Per Month/0 Hours During Securities Trading - Hold real estate license.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-21
  • S66 Uniform Combined State Law Examination
    2013-09-21
Other Names
  • Joshua Gilenson
  • Joshua Ian Gilenson

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor