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JS

Joshua M. Sobitz

UNIONTOWN, OH 44685
Some features on this profile are disabled
CRD#: 4575040
JS

Professional summary

Joshua Michael Sobitz was a registered financial advisor .

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joshua had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
SOBITZ ENTERPRISES LLC POSITION: Director NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2003 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: No activity, just a holding LLC SOBITZ FINANCIAL GROUP LLC POSITION: Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3500 Massillion Rd #490, Uniontown OH 44685, United States DESCRIPTION: insurance

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 4, 2025 - Present

Office #1: 3500 Massillon Road, Suite 490, Uniontown, OH 44685
UNIONTOWN, OH
Past

March 10, 2022 - September 3, 2025

LINCOLN INVESTMENT

RIA
CRD#: 519
UNIONTOWN, OH
Past

March 10, 2022 - September 3, 2025

CAPITAL ANALYSTS

RIA
CRD#: 162200
UNIONTOWN, OH
Past

January 25, 2022 - September 3, 2025

LINCOLN INVESTMENT

BD
CRD#: 519
UNIONTOWN, OH
Past

August 30, 2002 - June 29, 2006

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
UNIONTOWN, OH

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(9/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/25/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/22/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2002
General Securities Representative Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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