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Joel Gervais Chouinard

Sharpedge Financial

Southlake, TX

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Current Employers
Sharpedge Financial

Southlake, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-29

Branch Locations

Southlake, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Frisco TX 07/2018 08/2024
New York Life Insurance Company Frisco TX 04/2018 08/2024
Athabasca Univeristy Athabasca Ab 12/2011 07/2021
Allen Americans Allen TX 10/2016 05/2019
Eagle Strategies Llc Frisco TX 10/2021 08/2024
Sharpedge Financial, Llc Southlake TX 01/2022 Present
  • 07/2018 → 08/2024
    Nylife Securities Llc
    Frisco, TX
  • 04/2018 → 08/2024
    New York Life Insurance Company
    Frisco, TX
  • 12/2011 → 07/2021
    Athabasca Univeristy
    Athabasca Ab
  • 10/2016 → 05/2019
    Allen Americans
    Allen, TX
  • 10/2021 → 08/2024
    Eagle Strategies Llc
    Frisco, TX
  • 01/2022 → Present
    Sharpedge Financial, Llc
    Southlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-30
S63 Uniform Securities Agent State Law Examination 2019-06-05
  • S66 Uniform Combined State Law Examination
    2021-09-30
  • S63 Uniform Securities Agent State Law Examination
    2019-06-05
Designations
Other Names
  • Joel Gervais-Chouinard

View on SEC IAPD

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