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Joshua Garza

Betterment

New York, NY

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Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-05
TX RA APPROVED 2024-09-05
  • NY RA
    APPROVED
    Since 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05

Branch Locations

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sprouts Keller TX 07/2016 12/2016
Target Euless TX 12/2016 05/2017
Ufc Gym Fort Worth TX 05/2017 12/2017
Pinnacle Automotive Hospitality Tampa FL 12/2017 06/2018
Texas Tech Lubbock TX 06/2018 05/2023
Charles Schwab & Co., Inc. Westlake TX 05/2023 03/2024
Robinhood Markets, Inc. Westlake TX 03/2024 07/2024
Betterment New York NY 07/2024 Present
  • 07/2016 → 12/2016
    Sprouts
    Keller, TX
  • 12/2016 → 05/2017
    Target
    Euless, TX
  • 05/2017 → 12/2017
    Ufc Gym
    Fort Worth, TX
  • 12/2017 → 06/2018
    Pinnacle Automotive Hospitality
    Tampa, FL
  • 06/2018 → 05/2023
    Texas Tech
    Lubbock, TX
  • 05/2023 → 03/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2024 → 07/2024
    Robinhood Markets, Inc.
    Westlake, TX
  • 07/2024 → Present
    Betterment
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-16
S63 Uniform Securities Agent State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2024-03-16
  • S63 Uniform Securities Agent State Law Examination
    2023-09-18
Other Names
  • Josh Garza

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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