Joshua William Isherwood

Current Employers

Employment History

• 04/2017 → 07/2019
  Td Ameritrade
  Omaha, NE
• 04/2014 → 04/2017
  State Distributing Company
  Lincoln, NE
• 07/2019 → Present
  Tagge-Rutherford Financial Group
  Omaha, NE
• 08/2019 → 09/2020
  Cetera Advisors
  Denver, CO
• 09/2020 → 05/2022
  Lpl Financial Llc
  Omaha, NE
• 05/2022 → Present
  Integrity Alliance. Llc
  Omaha, NE

Previous Registrations

• 2020-09-09 → 2022-05-17
  Lpl Financial Llc
  Omaha, NE
• 2019-08-07 → 2020-09-10
  Cetera Advisors Llc
  Omaha, NE
• 2017-09-06 → 2019-07-17
  Td Ameritrade, Inc.
  Omaha, NE
• 2017-09-06 → 2019-07-17
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

1. TR Financial; securities related; 15808 West Dodge Road, Suite 200, Omaha, NE 68118; DBA for securities; Financial Consultant; 08/01/2019; 160 hours per month, 120 hours during securities hours; Sales and service of securities 2. Notary; not securities related; 15808 West Dodge Road, Suite 200, Omaha, NE 68118; Notary; 02/01/2020; 1 hour per month; 1 hour during securities hours; Notarize Documents 3. Fixed Insurance; investement related; 15808 West Dodge Rd.,Suite 200, Omaha, NE 68118; Producer; 10/17/2022; 10 hours per month; 2 hours during security hours; Sales of life insurance, LTC, and fixed insurance products 4. Isherwood Wealth Management, LLC; Investment related; 15808 W. Dodge Road, Suite #200, Omaha, NE 68118; DBA for tax purposes; Owner; 05/23/2025; 120 hours per month; 100 hours per month during securities hours; DBA for tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-05
• S63 Uniform Securities Agent State Law Examination
  2017-05-24

Other Names

• Josh Isherwood