Joshua Daniel Goldsmith

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Lpl Financial Llc
  San Diego, CA
• 06/2012 → Present
  Goldsmith Financial Corp
  Temecula, CA

Previous Registrations

• 2007-01-03 → 2012-06-19
  Edward Jones
  San Diego, CA
  St Louis, MO

Other Businesses

(1) 06/15/2012 - NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - Goldsmith Financial - INV REL - AT REPORTED BUSINESS LOCATION. (2) 10/28/2022 - Uber - Not Investment Related - Various locations to transport clientele - Outside/W-2 Employment - Uber Driver - Start Date: 10/17/2022 - 6 Hours Per Month/0 Hours During Securities Trading. (3) 3/29/2023 - One Resource Group - Investment Related - 13548 Zubrick Rd. Roanoke, IN 46783 - Non-Variable Insurance - Producer - State Date - 03/27/2023 - 2 Hours Per Month/0 Hours During Securities Trading (4) 06/14/2023 - Poker Gods - Not Investment Related - Home Based - Other - Apparel Sales - Owner - Start Date 05/22/2023 - 4 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-12-20

Designations

• Certified Financial Planner

Other Names

• Joshua Goldsmith