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Joshua Ray Betts

Aletheian Wealth Advisors LLC

Bellevue, WA

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Current Employers
Aletheian Wealth Advisors Llc

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-08-27
  • WA RA
    APPROVED
    Since 2019-08-27

Branch Locations

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • 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
Cornerstone Advisors, Inc. Bellevue WA 03/2016 01/2019
Aletheian Wealth Advisors Llc Bellevue WA 05/2019 Present
N/A Bellevue WA 01/2019 06/2019
  • 03/2016 → 01/2019
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 05/2019 → Present
    Aletheian Wealth Advisors Llc
    Bellevue, WA
  • 01/2019 → 06/2019
    N/A
    Bellevue, WA
Previous Registrations
  • 2016-03-22 → 2019-01-04
    Cornerstone Advisors Inc
    Bellevue, WA
  • 2015-11-03 → 2016-03-24
    Charles Schwab & Co., Inc.
    Seattle, WA
    Bellevue, WA
  • 2014-08-13 → 2015-10-15
    Windhaven Investment Management, Inc.
    Bellvue, WA
    Boston, MA
Other Businesses

Increased shareholder dividend distributions in future for increased profitability of company.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-10
S66 Uniform Combined State Law Examination 2007-07-02
  • S63 Uniform Securities Agent State Law Examination
    2015-11-10
  • S66 Uniform Combined State Law Examination
    2007-07-02
Designations
Other Names
  • Josh Betts

View on SEC IAPD

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JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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