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JW

Joshua I. Wilson

Some features on this profile are disabled
CRD#: 5279243
JW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joshua Isaiah Wilson was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2007. Joshua had worked at 9 firms and has passed the Series 66, Series 3, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Acruence Capital, LLC ("Acruence") I Investment-Related I 539 W. Commerce St. #3770, Dallas, TX 75208 I SEC-registered investment advisory firm I Partner I Acruence provides investment advisory services to private fund and institutional clients; including sub-advisory services and outsourced-CIO services to other investment advisory firms. Mr. Wilson has been a Partner with since May 2021. In this capacity he regularly advises Acruence on the overall direction of the company. In consideration of his past and ongoing advice to Acruence, Mr. Wilson has entered into an agreement by which he has been awarded "phantom equity" in Acruence, pursuant to the terms of a Phantom Equity Plan created by Acruence on March 27, 2020, with certain special provisions (the "Award Agreement"). Pursuant to the Award Agreement, the phantom equity will vest over a four-year period. The ownership of Acruence phantom equity entitles Mr. Wilson to receive monetary payments in the event of a change in ownership of Acruence or a change in ownership of substantially all of Acruence's assets. The amount of such payments should approximate the economic interest Mr. Wilson would have had in Acruence at the time of such a change of control, had Mr. Wilson been admitted as an equity owner as of the date of such award; subject to other qualifications, terms, and conditions. He spends less than 10 trading hours per month devoted to Acruence business.

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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

Past

August 11, 2023 - December 7, 2023

UNITED ETHOS WEALTH PARTNERS, LLC

RIA
CRD#: 323762
ROCKWALL, TX
Past

August 2, 2023 - March 20, 2024

TIDAL INVESTMENTS LLC

RIA
CRD#: 164201
MILWAUKEE, WI
Past

December 23, 2019 - October 12, 2021

LAKE POINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 170398
HEATH, TX
Past

June 22, 2015 - September 24, 2019

WORTHPOINTE

RIA
CRD#: 143996
AUSTIN, TX
Past

February 8, 2010 - July 21, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
BRENTWOOD, TN
Past

January 29, 2010 - July 21, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
BRENTWOOD, TN
Past

January 29, 2010 - July 21, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BRENTWOOD, TN
Past

August 7, 2008 - January 20, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ARLINGTON, TX
Past

August 7, 2008 - January 20, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ARLINGTON, TX
Past

September 24, 2007 - July 15, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
FT. WORTH, TX
Past

September 24, 2007 - July 15, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
FT. WORTH, TX
Past

May 9, 2007 - September 14, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ARLINGTON, TX
Past

May 2, 2007 - September 14, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ARLINGTON, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 6/1/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 5/15/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/2012
General Securities Principal Examination

Current Firm

UE
UNITED ETHOS WEALTH PARTNERS, LLC
UNITED ETHOS WEALTH PARTNERS, LLC

CRD#: 323762 / SEC#: 801-128234

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Contact information

Main Address
1001 N. Goliad Suite 125, Rockwall, TX 75087
Mailing Address
Phone number
(844) 413-8467
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Part 2 Brochures

UNITED ETHOS WEALTH PARTNERS, LLC - ADV PART 2A (5/29/2023)
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

UNITED ETHOS WEALTH PARTNERS, LLC

CRD#: 323762

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