Joshua J. Nolby
Professional summary
Joshua J Nolby, who also goes by Josh Nolby, Joshua J. Nolby, Joshua T Nolby, is a registered financial advisor currently at KURE ADVISORY, LLC located in Plymouth, Minnesota.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua J Nolby's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2021 - Present
KURE ADVISORY, LLC
Office #1: 15600 36th Ave N Suite 200, Plymouth, MN 55446September 21, 2017 - July 9, 2022
CG ADVISORY SERVICES
August 31, 2017 - December 31, 2020
GENEOS WEALTH MANAGEMENT, INC.
May 4, 2016 - September 1, 2017
WFG INVESTMENTS, INC.
May 14, 2008 - January 28, 2009
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
May 8, 2008 - January 27, 2009
LPL FINANCIAL LLC
May 30, 2006 - May 5, 2008
VOYA FINANCIAL ADVISORS, INC.
July 29, 2005 - February 24, 2006
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
KURE ADVISORY, LLC
CRD#: 311320 / SEC#: 801-120058
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2021)
Exams
Current Firm
KURE ADVISORY, LLC
CRD#: 311320 / SEC#: 801-120058
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 867 |
| AUM (Assets Under Management) | $ 190,723,496 |
Red Flags
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