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Joshua Ryan Standeven

Selective Wealth Management, Inc.

Forest, VA

CRD 6163943

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Employer firm

Selective Wealth Management, Inc. CRD 164882

$455M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-13
VA RA APPROVED 2013-02-20
  • TX RA
    APPROVED
    Since 2016-04-13
  • VA RA
    APPROVED
    Since 2013-02-20

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • 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
Selective Wealth Management Llc Forest VA 01/2013 Present
  • 01/2013 → Present
    Selective Wealth Management Llc
    Forest, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-11
  • S65 Uniform Investment Adviser Law Examination
    2013-02-11

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
HSC WEALTH ADVISORS
YORKTOWN MANAGEMENT AND RESEARCH CO INC

Nearby Investors

WILLIAM MICHAEL HERBERT
JUSTIN MILES VICTOR
JOEL ERIK BENGDS

Nearby Offices

OSAIC INSTITUTIONS, INC. · FOREST, VA
HSC WEALTH ADVISORS · FOREST, VA
YORKTOWN MANAGEMENT AND RESEARCH CO INC · FOREST, VA

More in Forest, VA

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