Joshua Neil Cleland

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → 01/2026
  Trinity Wealth Securities, Llc
  Dallas, TX
• 06/2019 → 08/2020
  The Wash
  Montgomery, AL
• 05/2021 → 07/2022
  Publix
  Montgomery, AL
• 07/2022 → 12/2025
  Publix
  Auburn, AL
• 05/2015 → 05/2019
  Unemployed
  Pike Road, AL
• 09/2020 → 04/2021
  Unemployed
  Pike Road, AL
• 01/2026 → 01/2026
  Florida Financial Advisors Dba Tristate Financial Advisors
  Dallas, TX
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2026-01-07 → 2026-01-13
  Florida Financial Advisors, Llc
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-02
• S65 Uniform Investment Adviser Law Examination
  2025-07-22
• S66 Uniform Combined State Law Examination
  2025-05-28

Other Names

• Joshua Neil Cleland
• Joshua Cleland