Joshua A. Bischoff

AMG DISTRIBUTORS

Stamford, CT 06901

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CRD#: 2877536

Professional summary

Joshua Aaron Bischoff is a registered financial professional currently at AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 1998. Joshua has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joshua Aaron Bischoff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2004 - Present

AMG DISTRIBUTORS, INC.

Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901

CRD#: 27314

Stamford, CT

Past

October 20, 2003 - November 29, 2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

Past

July 8, 2002 - December 16, 2002

LOOMIS SAYLES DISTRIBUTORS, L.P.

CRD#: 41795

BOSTON, MA

Past

September 18, 2001 - April 15, 2002

PRINCETON SECURITIES GROUP, LLC

CRD#: 41233

NEW YORK, NY

Past

August 25, 2000 - October 2, 2001

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 11, 1999 - May 23, 2000

LOOMIS SAYLES DISTRIBUTORS, L.P.

CRD#: 41795

BOSTON, MA

Past

January 27, 1998 - April 7, 1998

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(3/14/2012)

New York
(2/14/2006)

Exams

State Security Law Exam

Series 63

Date: 2/13/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/19/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 3

Date: 3/6/1998

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/23/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMG DISTRIBUTORS, INC.

CRD#: 27314 / SEC#: , 8-43057

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

680 Washington Blvd Suite 500, Stamford, CT 06901

Mailing Address

680 Washington Blvd Suite 500, Stamford, CT 06901

Phone number

(203) 299-3500

Established

Delaware since 12/29/2000

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
AMG FUNDS LLC	SOLE SHAREHOLDER	153456
GALIS, AARON	DIRECTOR	7333959
HOPKINS, THOMAS JOHN	PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER AND FINOP	1835087
JACOBS ANTONACCIO, RACHEL ELIZABETH	HEAD OF CLIENT SOLUTIONS AND PRINCIPAL	3189490
KINNE, KEITHA LEE	PRESIDENT, PRINCIPAL AND CHIEF OPERATING OFFICER	2039630
SPELLMAN, PATRICK JOSEPH	CHIEF COMPLIANCE OFFICER	3086822

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua A. Bischoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joshua Aaron Bischoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

LOOMIS SAYLES DISTRIBUTORS, L.P.

PRINCETON SECURITIES GROUP, LLC

J.P. MORGAN SECURITIES LLC

LOOMIS SAYLES DISTRIBUTORS, L.P.

DWS DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/2006

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 12/19/2000

Series 3

Date: 3/6/1998

Series 7

Date: 1/23/1998

FINRA

Current Firm

AMG DISTRIBUTORS, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

AMG DISTRIBUTORS, INC.

TRUST BUT VERIFY

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