Inactive

Joshua Stephen Marbert

Richard Young Advisors

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Current Employers

Richard Young Advisors

205 Hudson Trace, Augusta, GA 30907 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-10-27

SC RA
APPROVED

Since 2025-10-27

Branch Locations

205 Hudson Trace, Augusta, GA 30907 • 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

Organization	City	State	From	To
Richard Young Associates	Augusta	GA	01/2017	Present
Clemson University	Clemson	SC	01/2016	12/2016
Clemson University	Clemson	SC	12/2016	12/2017

01/2017 → Present

Richard Young Associates

Augusta, GA
01/2016 → 12/2016

Clemson University

Clemson, SC
12/2016 → 12/2017

Clemson University

Clemson, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-12

S65 Uniform Investment Adviser Law Examination

2017-01-12

Other Names

Josh Stephen Marbert
Joshua Marbert

View on SEC IAPD

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Other Investors

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DAVID THOMAS CURLEY

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James Baker McGee

JAMES FLEMING NORVELL

JOHN WALTER PHELAN

JAMES WERNER LEIBACH

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · AUGUSTA, GA

SYNOVUS SECURITIES, INC. · AUGUSTA, GA

STATE FARM INVESTMENT MANAGEMENT CORP. · Augusta, GA

ANDREWS INVESTMENT MANAGEMENT · AUGUSTA, GA

RBC CAPITAL MARKETS, LLC · Augusta, GA

CHOREO, LLC · AUGUSTA, GA

WYNN CAPITAL · AUGUSTA, GA

MORGAN STANLEY · Augusta, GA

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