Joshua Schmalz

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-07-07

Branch Locations

Overland Park, KS • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Primerica	Lawrence	KS	05/2023	05/2024
Equitable Advisors, Llc	New York	NY	07/2024	04/2025
Emporia State University	Emporia	KS	01/2024	05/2024
Emporia State University Residential	Emporia	KS	08/2022	05/2023
Walmart	Lawrence	KS	05/2021	09/2022
Middle And High School At Jefferson County North	Winchester	KS	06/2014	05/2021
Northwestern Mutual	Kansas City	KS	07/2022	09/2022
Unemployed	Winchester	KS	06/2024	06/2024
Infinitas	Overland Park	KS	04/2025	Present
Commonwealth Financial Network	Waltham	MA	04/2025	Present

05/2023 → 05/2024

Primerica

Lawrence, KS
07/2024 → 04/2025

Equitable Advisors, Llc

New York, NY
01/2024 → 05/2024

Emporia State University

Emporia, KS
08/2022 → 05/2023

Emporia State University Residential

Emporia, KS
05/2021 → 09/2022

Walmart

Lawrence, KS
06/2014 → 05/2021

Middle And High School At Jefferson County North

Winchester, KS
07/2022 → 09/2022

Northwestern Mutual

Kansas City, KS
06/2024 → 06/2024

Unemployed

Winchester, KS
04/2025 → Present

Infinitas

Overland Park, KS
04/2025 → Present

Commonwealth Financial Network

Waltham, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-01

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