Joshua Sousa Pacheco

Current Employers

Employment History

• 09/2014 → Present
  Axis Advisors Llc
  East Providence, RI
• 11/2014 → Present
  Innovation Partners Llc
  Charlotte, NC
• 01/2026 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2014-09-12 → 2026-06-18
  Axis Wealth Partners, Llc
  East Providence, RI
  Westport, MA
• 2012-09-12 → 2014-09-11
  Capital Analysts
  Westport, MA

Other Businesses

1.) AXIS ADVISORS, LLC (INVESTMENT RELATED)- 09/2014 -INVESTMENT ADVISOR REPRESENTATIVE - VICE PRESIDENT - CONDUCT BUSINESS DURING TRADING HOURS - ASSIST CLIENTS WITH FINANCIAL PLANNING AND INVESTING - COMPENSATED BASED ON FEE BASED SERVICES. 2.) HSA INSURANCE; BRAINTREE, MA; START: 2012; AGENT; PROVIDE INDIVIDUALS AND GROUPS PRIVATE HEALTH INSURANCE OFFERED THROUGH LEADING CARRIERS 12 HRS/MON NOT DURING TRADING HOURS. 3.) CRUMP LIFE INSURANCE; HARRISBURG, PA; START 2012; OFFER SIMPLE TERM INSURANCE TO CLIENTS WHOM MAY REQUEST IT; 4 HRS/MON NOT DURING TRADING HOURS. 4.) FALLON COMMUNITY HEALTH PLAN; WORCESTER, MA; START 2013; PROVIDE GROUPS ONLY HEALTH INSURANCE THROUGH FCHP; 2 HRS/MON NOT DURING TRADING HOURS. 5.) 2018 to Present - Owner - Apartment Complex - Not Investment Related 6.) 2018 to Present - Owner - Furniture Store - Not Investment Related. 7. JOSHUA SOUSA PACHECO - PARTNER AT RENTAL PROPERTIES - 141-145 COUNTY STREET, NEW BEDFORD, MA - MANAGE MULTI-FAMILY RENTAL PROPERTIES AND TENANTS INHERITED FROM PARENTS - BUSINESS STARTED MARCH 20, 2108 - DURING AND OUTSIDE TRADING HOURS: 80 - EXPECTED TOTAL YEARLY COMPENSATION DERIVED FROM THE BUSINESS: 50%. 8. Name of Business: Creative One Marketing Investment-Related Nature: No Address of the Other Business: Westport, MA 02790 Nature of the Other Business: Fixed Annuity Business Position, Title, or Relationship: Agent Start Date of the Relationship: 2022 Approximate Number of Hours per Month Devoted: 4 hrs/month 9. Name of Business: Galeria Das Novidades Investment-Related Nature: No Address of the Other Business: New Bedford, MA 02744 Nature of the Other Business: Furniture Store Position, Title, or Relationship: Owner Start Date of the Relationship: 03/2018 Approximate Number of Hours per Month Devoted: 120 hrs/month 10. Name of Business: Garity Advantage Investment-Related Nature: No Address of the Other Business: Westport, MA 02790 Nature of the Other Business: United Healthcare Medicare Plans Position, Title, or Relationship: Agent Start Date of the Relationship: 01/2014 Approximate Number of Hours per Month Devoted: 4 hrs/month 11. Name of Business: Rental Property 133-135 County Street Investment-Related Nature: No Address of the Other Business: New Bedford, MA Nature of the Other Business: Rental Position, Title, or Relationship: Landlord Start Date of the Relationship: 01/2018 Approximate Number of Hours per Month Devoted: 8 hrs/month 12. Name of Business: Rental Property Investment-Related Nature: No Address of the Other Business: 5 Katherine St., New Bedford, MA 02744 Nature of the Other Business: Rental Position, Title, or Relationship: Landlord Start Date of the Relationship: 01/2018 Approximate Number of Hours per Month Devoted: 8 hrs/month 13. Name of Business: Mass Advisory Group Investment-Related Nature: Yes Address of the Other Business: Westport, MA 02790 Nature of the Other Business: DBA Position, Title, or Relationship: Owner Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 120 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2012-08-30
• S63 Uniform Securities Agent State Law Examination
  2011-10-13

Other Names

• Joshua Sousa Pacheco
• Joshua S Pacheco