Joshua David Lipscomb

Current Employers

Employment History

• 08/2017 → 05/2021
  Park View High School
  South Hill, VA
• 03/2021 → 03/2022
  Josh Lipscomb, Dba Rhett & River
  South Hill, VA
• 08/2020 → 04/2023
  Josh Lipscomb, Dba Lipscomb Lawn & Landscaping
  South Hill, VA
• 06/2023 → 08/2023
  Virginia Asset Management
  Midlothian, VA
• 01/2023 → 05/2024
  James Madison University Libraries
  Harrisonburg, VA
• 08/2021 → 05/2024
  James Madison University
  South Hill, VA
• 08/2014 → 05/2017
  Park View Middle School
  South Hill, VA
• 06/2024 → 04/2025
  Wolf Group Capital Advisors
  Fairfax, VA
• 05/2025 → 06/2025
  Cw Advisors, Llc
  Fairfax, VA
• 06/2025 → Present
  Osaic Wealth, Inc.
  Mclean, VA

Previous Registrations

• 2025-05-01 → 2025-06-06
  Cw Advisors, Llc
  Fairfax, VA
  Boston, MA
• 2024-09-11 → 2025-05-02
  Wolf Group Capital Advisors
  Leesburg, VA
  Harrisonburg, VA
  Fairfax, VA

Other Businesses

1. CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/04/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Prepare client reports and meeting materials, participate in client meetings, and support financial planning department

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-12
• S65 Uniform Investment Adviser Law Examination
  2024-08-12

Other Names

• Josh Lipscomb