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Joshua Harris Goldberg

Bruin Wealth Advisors LLC

Woodland Hills, CA

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Current Employers
Bruin Wealth Advisors Llc

21800 Oxnard Street Suite 420, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-13
NY RA APPROVED 2024-05-06
CA RA APPROVED 2024-03-27
  • FL RA
    APPROVED
    Since 2026-02-13
  • NY RA
    APPROVED
    Since 2024-05-06
  • CA RA
    APPROVED
    Since 2024-03-27

Branch Locations

21800 Oxnard Street Suite 420, Woodland Hills, CA 91367 • 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
Bruin Wealth Advisors Llc Woodland Hills CA 07/2023 Present
Goldberg & Company Woodland Hills CA 01/2008 Present
Other Businesses

Goldberg & Company is a full-service Tax Accounting firm. We do not provide investment advice or receive any commissions. Joshua Harris Goldberg is a managing member of two shell holding companies that provide freelance labor services called Hexmark Corp (20%) and Richmark Capital Corp (20%). Joshua Harris Goldberg is a managing member and investor in real estate investment partnerships: Goldco Properties, LLC (22.50%), Iron Cap, LLC (50%) 1440 W. 135th Street LLC (40%). Joshua Harris Goldberg is a manager of a property management and investment company called Ghibellina Properties, LLC (50%). Joshua Harris Goldberg is a limited partner passive investor in West Bay Capital, LLC (0.08%).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
S66 Uniform Combined State Law Examination 2007-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
  • S66 Uniform Combined State Law Examination
    2007-10-05
Other Names
  • Joshua H Goldberg
  • Joshua Goldberg

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