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Overview

Services

Advisor Services

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Herbert J. Sims Capital Management, Inc. 1 year, 3 months Sep 2018 - Present
The Lubitz Financial Group 6 years, 4 months May 2012 - Sep 2018
All Waitress Services 1 year, 2 months Feb 2010 - May 2011
Charles Schwab & Co., Inc. 2 years, 5 months Nov 2009 - Apr 2012
JD Blueprint LLC 7 years, 6 months Nov 2004 - May 2012

Designations & Memberships

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Articles and Answers

Insights by Joshua Davison

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

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Fees

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