Joshua Stuart Smith

Current Employers

Employment History

• 10/2021 → 10/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 06/2022 → 10/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 02/2019 → 10/2021
  First Bank Of Berne
  Berne, IN
• 01/2017 → 02/2019
  First Bank Of Berne
  Berne, IN
• 04/2013 → 01/2017
  Md Landscaping Service
  Decatur, IN
• 10/2022 → Present
  Oneascent Financial Services, Llc
  Birmingham, AL
• 10/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) One Ascent Financial Services DBA Flight Financial Advisors. Investment Related. Located at 104 S. Third Street, Decatur, IN 46733. Nature - RIA. Position - Investment Advisor. Start - 10/2022. 160 hours per month, 120 hours during trading hours. duties - developing financial plans, providing financial advice, developing and implementing investment strategies. 2) Fixed Insurance. Investment Related. Located at 104 S. Third Street, Decatur, IN 46733. Nature - Fixed / Traditional Insurance. Position - Agent. Start - 01/2022. 20 hours per month, all during trading hours. Duties - sales of Fixed / Traditional Insurance products. 3) Lifewise Academy; Date started 10/1/2023; non-investment related; volunteer role -- not compensated

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Josh Smith
• Joshua S Smith