Joshua Deron Vinson

Current Employers

Employment History

• 06/2022 → 03/2024
  Envoy Advisory Inc.
  Sunny Isles Beach, FL
• 05/2018 → 07/2026
  11 Financial
  Lufkin, TX
• 08/2021 → 02/2026
  One Infusion Pharmacy Llc
  Miramar, FL
• 03/2019 → 07/2021
  United Health Group
  San Antonio, TX
• 11/2015 → 03/2019
  Hpcrx Pharmacy
  San Antonio, TX
• 01/2026 → Present
  Visante
  St. Paul, MN
• 07/2026 → Present
  Hornor, Townsend, & Kent Llc
  Wilmington, DE

Previous Registrations

• 2025-01-28 → 2026-07-09
  11 Financial
  Lufkin, TX
  Miramar, FL
  San Antonio, TX
  Sunny Isles Beach, FL
• 2018-05-10 → 2024-12-31
  11 Financial
  Lufkin, TX
  Miramar, FL
• 2022-07-25 → 2024-04-18
  Envoy Advisory Inc.
  Colorado Springs, CO
  Sunny Isles Beach, FL

Other Businesses

1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 10/31/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 15 | APPROX TRADING HRS PER MTH: 4 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME:WELLSTEWARDED | POSITION HELD: AGENT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 11/25/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 3)PHARMACY CONSULTING | INVESTMENT RELATED: NO | DBA NAME: VISANTE CONSULTING LLC | POSITION HELD: CONSULTANT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 01/15/2026 | NATURE OF ACTIVITY: PHARMACY CONSULTING | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 140 | DESCRIPTION OF DUTIES: PHARMACY CONSULTING WORK FOR BUSINESSES 4)TAX CONSULTING | INVESTMENT RELATED: NO | DBA NAME: STRATEGIC TAX ASSOCIATES | POSITION HELD: CONSULTANT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 09/03/2025 | NATURE OF ACTIVITY: TAX CONSULTING | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: TAX STRAGEY CONSULTING; REFERRING CLIENTS TO STRATEGIC TAX ASSOCIATES 5)ESTATE PLANNING | INVESTMENT RELATED: NO | DBA NAME: LEGACY LOCK LLC | POSITION HELD: ESTATE PLANNER | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 09/27/2024 | NATURE OF ACTIVITY: ESTATE PLANNING | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: ESTATE PLANNING CONSULTING; REFER CLIENTS TO LEGACY LOCK LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-19