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Joshua Katz

Ameriprise Financial Services, LLC

Alpharetta, GA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-11-18
  • GA RA
    APPROVED
    Since 2025-11-18

Branch Locations

11675 Rainwater Dr Ste 250, Alpharetta, GA 30009-8688 • 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
Ameriprise Financial Services, Llc Alpharetta GA 06/2023 Present
643 Dp Athletics Marietta GA 06/2022 07/2022
Emory University Atlanta GA 08/2021 05/2023
University Of Georgia Athens GA 08/2024 05/2025
Blue Moon Pizza Sandy Springs GA 06/2022 07/2022
Unemployed Sandy Springs GA 06/2003 08/2021
  • 06/2023 → Present
    Ameriprise Financial Services, Llc
    Alpharetta, GA
  • 06/2022 → 07/2022
    643 Dp Athletics
    Marietta, GA
  • 08/2021 → 05/2023
    Emory University
    Atlanta, GA
  • 08/2024 → 05/2025
    University Of Georgia
    Athens, GA
  • 06/2022 → 07/2022
    Blue Moon Pizza
    Sandy Springs, GA
  • 06/2003 → 08/2021
    Unemployed
    Sandy Springs, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07
Other Names
  • Joshua David Katz
  • Josh Katz

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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