Joshua Reed
Professional Summary
Joshua Reed, who also goes by Joshua Edward Reed, was a registered financial advisor. Joshua was a previously registered financial professional and started their career in finance 2000 - 2022. Joshua had worked at 3 firms and has passed the Series 63, SIE, Series 57, Series 7, Series 21 and Series 25 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joshua Edward Reed
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
BEACON TRADING & ANALYTICS LLC | LUMINEX TRADING & ANALYTICS LLC | LEVEL MARKETS, LLC | KEZAR TRADING, LLC
Contact Information
Main Address
10 Post Office Square 14th Floor, Boston, MA 02109Mailing Address
10 Post Office Square 14th Floor, Boston, MA 02109Phone Number
(617) 286-8080Established
Delaware since 04/28/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEVEL HOLDINGS, LLC | OWNER | — |
| DOLAN, JAMES CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 3219968 |
| HAGEN, DAVID WALTER | CHIEF PRODUCT OFFICER | 2101752 |
| LINARES, JOHN FITZGERALD | GENERAL COUNSEL, CORPORATE SECRETARY | 3104547 |
| MIELE, STEPHEN R | CHIEF EXECUTIVE OFFICER | 2645590 |
| STUPAY, MICHAEL ELLIOT | FINOP,PRINCIPAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER | 2287906 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 21 — NYSE Front Line Specialist Clerk
Passed Jun 2002Series 25 — NYSE Trading Assistant Examination
Passed Mar 2002Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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