Joshua Claude Rich

Current Employers

Employment History

• 06/2017 → 01/2018
  Merrill Lynch
  Birmingham, AL
• 01/2018 → 04/2018
  Pittman Financial Partners
  Birmingham, AL
• 06/2018 → 03/2019
  Cincinnati Reds
  Cincinnati, OH
• 12/2016 → 01/2017
  Verchot, Baxter, & Assoc.
  Birmingham, AL
• 07/2008 → 05/2018
  Student
  Birmingham, AL
• 06/2019 → 05/2021
  Raymond James & Associates, Inc.
  Birmingham, AL
• 05/2021 → Present
  Raymond James Financial Services, Inc.
  Birmingham, AL
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Birmingham, AL
• 07/2023 → 05/2025
  Ingram Whatley Llc
  Birmingham, AL

Previous Registrations

• 2019-09-16 → 2021-05-06
  Raymond James & Associates, Inc.
  Birmingham, AL

Other Businesses

(1) Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Long Term Care Product (2) Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/04/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance Product (3) Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance Product (4) Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/18/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance product (5) Name of Business: BIG Ventures Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, part of the ownership group of BIG Ventures (6) Name of Business: Birmingham Investment Group Address: 2 20th St N Ste 1400, Birmingham, AL, 35203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (7) Name of Business: Rich Wealth Partners LLC Address: 3640 Woodvale Rd, Mountain Brook, AL, 35223, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Engage in Financial advisory, professional and family services (8) Name of Business: Samford University Brock School of Business Address: 800 Lakeshore Drive , Birmingham, AL, 35229, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 02/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will serve as an advisory board member of the Economics, Finance, and Quantitative Analytics Board.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-12

Other Names

• Joshua Claude Rich
• Joshua Rich