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Joshua Isaiah Wilson

UNITED ETHOS WEALTH PARTNERS, LLC·ROCKWALL, Texas
Series 3, Series 7, Series 24, Series 31, Series 66Clean record19 years registeredUNITED ETHOS WEALTH PARTNERS, LLC
1001 N. GOLIAD, ROCKWALL, TX 75087CRD# 5279243Firm CRD# 323762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Isaiah Wilson · ROCKWALL, TX
Registration
CRD #5279243 · UNITED ETHOS WEALTH PARTNERS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: UNITED ETHOS WEALTH PARTNERS, LLC
UNITED ETHOS WEALTH PARTNERS, LLC
Aug 2023 – Dec 2023
ROCKWALL, TX
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Aug 2023 – Mar 2024
MILWAUKEE, WI
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Dec 2019 – Oct 2021
HEATH, TX
WORTHPOINTE
Jun 2015 – Sep 2019
AUSTIN, TX
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Jan 2010 – Jul 2014
BRENTWOOD, TN
TD AMERITRADE, INC.
Jan 2010 – Jul 2014
BRENTWOOD, TN
AMERIPRISE FINANCIAL SERVICES, INC.
Aug 2008 – Jan 2009
ARLINGTON, TX
CHASE INVESTMENT SERVICES CORP.
Sep 2007 – Jul 2008
FT. WORTH, TX
MORGAN STANLEY & CO., INCORPORATED
May 2007 – Sep 2007
ARLINGTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · May 9, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNITED ETHOS WEALTH PARTNERS, LLC
CRD 323762 · SEC 801-128234
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by UNITED ETHOS WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNITED ETHOS WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Joshua Isaiah Wilson offer?
Joshua Isaiah Wilson specializes in Financial Planning, Investment Management.
What are Joshua Isaiah Wilson's credentials?
Joshua Isaiah Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Isaiah Wilson located?
Joshua Isaiah Wilson is based in ROCKWALL, Texas, last registered with UNITED ETHOS WEALTH PARTNERS, LLC.
How does Joshua Isaiah Wilson charge for services?
Joshua Isaiah Wilson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED ETHOS WEALTH PARTNERS, LLC?
UNITED ETHOS WEALTH PARTNERS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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