Joshua Edward Boris

Current Employers

Employment History

• 06/2018 → 10/2023
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 05/2017 → 05/2018
  Axa Equitable
  Minneapolis, MN
• 08/2014 → 05/2018
  University Of St. Thomas
  Saint Paul, MN
• 01/2017 → 04/2017
  Kern Landscaping Resources
  Saint Paul, MN
• 06/2018 → 10/2023
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 05/2016 → 09/2016
  Town & Country Club
  St. Paul, MN
• 11/2023 → Present
  Lpl Financial
  Mequon, WI
• 03/2024 → Present
  Richmond Investment Services
  Mequon, WI
• 11/2023 → Present
  Richmond Investment Services
  Mequon, WI
• 03/2024 → Present
  Richmond Investment Services Llc
  Mequon, WI

Other Businesses

1) 10/2023 - Richmond Investment Services LLC - DBA for LPL Business (entity for LPL Business); Inv. related - At reported Business Location(s) - 160hrs/month; 100% time spent. 2) 10/2023 - Joshua Boris Real Estate Rental - Real Estate Rental - Inv. Related - ST LOUIS PARK, MN 55416 - Owner - Start Date 10/21/2019 - 0hrs/month - 0% time spent. 3) 06/2024 - Richmond Investment Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - 120 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Richmond Investment Services, LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 120 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/2024 - Richmond Investment Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 4/1/2024 - 120 Hrs/Mo; 6 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-02

Designations

Other Names

• Josh Boris
• Joshua Boris
• Joshua Edward Boris
• Joshua E Boris