Joshua David Mcglothlin

Current Employers

Employment History

• 05/2017 → 09/2018
  Jpmorgan Chase Bank
  Bedford, IN
• 08/2015 → 05/2017
  Fifth Third Bank
  Bloomington, IN
• 05/2017 → 09/2018
  Jp Morgan Securities Llc
  Bedford, IN
• 10/2018 → 11/2021
  Cambridge Investment Research Inc.
  Fairfield, IA
• 10/2018 → 11/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2021 → Present
  Lpl Financial Llc
  Bloomington, IN
• 11/2021 → Present
  Gladstone Wealth Partners
  Chester, NJ

Previous Registrations

• 2018-10-17 → 2021-11-05
  Cambridge Investment Research Advisors, Inc.
  Bloomington, IN
  Greenwood, IN

Other Businesses

1) 11/2021- McKee Financial Resources, Inc- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start Date 10/01/2018 - 160 Hours Per Month 2) 10/11/2024 - MCKEE FINANCIAL - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 10/01/2018 - 160 Hours Per Month - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/11/2024 - GLADSTONE INSTITUTIONAL ADVISORY LLC - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/01/2021 - 160 Hours Per Month - I provide investment advisory services through McKee Wealth Management, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/18/2024 - Gladstone Institutional Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 170 Hours Per Month/ 166 Hours Per Month - I provide investment advisory services through Gladstone Institutional Partners, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 10/25/2024 - McKee Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 170 Hours Per Month/ 166 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-15
• S63 Uniform Securities Agent State Law Examination
  2017-07-06

Other Names

• Josh Mcglothlin
• Josh David Mcglothlin
• Joshua D Mcglothlin
• Josh D Mcglothlin