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JS

Joshua M. Sobitz

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

Professional summary

Joshua Michael Sobitz is a registered financial advisor currently at SOBITZ FINANCIAL GROUP, LLC located in Uniontown, Ohio.

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

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Sobitz'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

September 4, 2025 - Present

SOBITZ FINANCIAL GROUP, LLC

Office #1: 3500 Massillon Road, Suite 490, Uniontown, OH 44685
RIA
CRD#: 337210
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
Florida
(12/11/2025)
IAR
Ohio
(9/4/2025)
IAR
Texas
(12/4/2025)

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

SF
SOBITZ FINANCIAL GROUP, LLC
SOBITZ FINANCIAL GROUP, LLC

CRD#: 337210 / SEC#:

Florida
Registered Investment Advisory firm - (12/11/2025 Approved)
Ohio
Registered Investment Advisory firm - (9/2/2025 Approved)
Texas
Registered Investment Advisory firm - (11/3/2025 Conditional Restricted)
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Contact information

Main Address
3500 Massillon Road, Suite 490, Uniontown, OH 44685
Mailing Address
Phone number
(330) 896-9575
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

SOBITZ FINANCIAL GROUP, LLC

CRD#: 337210Uniontown, OH 44685

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