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Joshua Allan Postlewaite

Aan Wealth Advisors LLC

Canton, OH

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Current Employers
Aan Wealth Advisors Llc

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-09
  • OH RA
    APPROVED
    Since 2024-01-09

Branch Locations

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • 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
Aan Wealth Advisors Llc Canton OH 04/2023 Present
Midwest Dental And Smile Brands Irvine CA 12/2015 03/2023
Aan Wealth Advisors Llc Canton OH 01/2024 Present
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; LIFE & HEALTH INSURANCE; SAME OFFICE LOCATION; START: 04/2026; SPENDS APPROX. 8 HRS/MONTH DURING TRADING HOURS. INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-18
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18
Other Names
  • Josh Postlewaite

View on SEC IAPD

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CHRIS ANDREW GNANDT

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
BEESE FULMER PRIVATE WEALTH MANAGEMENT · CANTON, OH
LPL FINANCIAL LLC · CANTON, OH
FINANCIAL MANAGEMENT STRATEGIES, INC. · Canton, OH

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