Joshua I. Carl
Professional summary
Joshua Ian Carl, who also goes by Josh Carl, is a registered financial advisor currently at ENDEAVOR INVESTMENT MANAGEMENT, LLC located in Chicago, Illinois and MARCH CAPITAL CORP. located in Skokie, Illinois.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Joshua has worked at 8 firms and has passed the Series 65, Series 63, Series 82TO, Series 42, Series 72, Series 22TO, Series 62, Series 99TO, Series 52TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Ian Carl's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2008 - Present
ENDEAVOR INVESTMENT MANAGEMENT, LLC
Office #1: 1030 W. Chicago Avenue Suite 200, Chicago, IL 60642June 4, 2015 - Present
MARCH CAPITAL CORP.
January 27, 2022 - December 31, 2022
ENDEAVOR INVESTMENT MANAGEMENT, LLC
January 9, 2012 - August 23, 2013
MARCH CAPITAL CORP.
January 5, 2010 - February 4, 2010
NEXT GENERATION EQUITY RESEARCH LLC
December 15, 2008 - December 31, 2024
ENDEAVOR INVESTMENT MANAGEMENT, LLC
January 25, 2007 - October 23, 2008
FIRST SOVEREIGN SECURITIES
January 31, 2006 - December 23, 2008
ENDEAVOR CAPITAL MANAGEMENT, LLC
September 17, 2003 - November 1, 2005
LASALLE FINANCIAL SERVICES, INC.
September 16, 2003 - November 1, 2005
LASALLE FINANCIAL SERVICES, INC.
June 19, 2001 - December 20, 2002
WILLIAM BLAIR
August 29, 2000 - June 12, 2001
MARCH CAPITAL CORP.
October 2, 1998 - December 23, 1999
MESIROW FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/4/2015)
(6/4/2015)
(12/15/2008)
(6/4/2015)
(6/4/2015)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 42
Date: 1/2/2023
Registered Options Representative ExaminationSeries 72
Date: 1/2/2023
Government Securities Representative ExaminationSeries 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
ENDEAVOR INVESTMENT MANAGEMENT, LLC
CRD#: 148694 / SEC#:
Contact information
Red Flags
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