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Joshua Lustbader

Beacon Pointe Advisors, LLC

Scottsdale, AZ

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-01-25
  • AZ RA
    APPROVED
    Since 2023-01-25

Branch Locations

6263 N Scottsdale Rd Suite 295, Scottsdale, AZ 85250 • 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
The Vanguard Group, Inc. Scottsdale AZ 05/2020 09/2020
Fisher Investments Dallas TX 07/2019 02/2020
Paladini Financial Management Arlington TX 06/2018 07/2019
Texas Tech University Lubbock TX 08/2016 05/2018
Unemployed Dallas TX 02/2020 05/2020
Unemployed Scottsdale AZ 09/2020 12/2020
Stonegate Capital Advisors Scottsdale AZ 01/2021 10/2021
Beacon Pointe Advisors, Llc Scottsdale AZ 10/2021 04/2025
Regentatlantic Morristown NJ 06/2017 08/2017
Beacon Pointe Advisors, Llc Scottsdale AZ 04/2025 Present
  • 05/2020 → 09/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2019 → 02/2020
    Fisher Investments
    Dallas, TX
  • 06/2018 → 07/2019
    Paladini Financial Management
    Arlington, TX
  • 08/2016 → 05/2018
    Texas Tech University
    Lubbock, TX
  • 02/2020 → 05/2020
    Unemployed
    Dallas, TX
  • 09/2020 → 12/2020
    Unemployed
    Scottsdale, AZ
  • 01/2021 → 10/2021
    Stonegate Capital Advisors
    Scottsdale, AZ
  • 10/2021 → 04/2025
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
  • 06/2017 → 08/2017
    Regentatlantic
    Morristown, NJ
  • 04/2025 → Present
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-27
S63 Uniform Securities Agent State Law Examination 2020-08-21
  • S65 Uniform Investment Adviser Law Examination
    2022-12-27
  • S63 Uniform Securities Agent State Law Examination
    2020-08-21
Other Names
  • Joshua Lustbader
  • Joshua Aaron Lustbader

View on SEC IAPD

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IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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