Joshua B. Geib

ZURAW FINANCIAL

DELRAY BEACH, FL 33483

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CRD#: 5460006

Professional summary

Joshua Brent Geib, who also goes by Josh Geib, is a registered financial advisor currently at ZURAW FINANCIAL located in Delray Beach, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joshua has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Geib

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.

EDWARD A. ZURAW & COMPANY 209 SE 5TH AVENUE DELRAY BEACH, FL 33483-5206 TAX ACCOUNTANT-MANAGING MEMBER NON-INVESTMENT RELATED 10/17/2007 START DATE 30.0 HOURS PER WEEK; ACCOUNTING; TAX SERVICES AND RELATED CONSULTING - - - - - - LIGHTPOINT CAPITAL MANAGEMENT LLC 209 SE 5TH AVE DELRAY BEACH FL 33483 INVESTMENT RELATED MANAGER 10/01/2015 START DATE 1 HOUR PER WEEK - MANAGE OPERATIONS AND ADMINISTRATION - - - - - - - - - - GZ PROPERTIES LLC 209 SE 5TH AVENUE DELRAY BEACH FL 33483 NON-INVESTMENT RELATED MANAGING MEMBER 11/23/2010 - START DATE 1 HOUR PER WEEK - REAL ESTATE HOLDING COMPANY - - - - - - - - - - - - - -

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brent Geib'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

August 2, 2012 - Present

ZURAW FINANCIAL

Office #1: 209 Se 5th Avenue, Delray Beach, FL 33483

RIA

CRD#: 164527

DELRAY BEACH, FL

Past

February 18, 2011 - September 12, 2012

KLOCKE CAPITAL GROUP, LLC

RIA

CRD#: 156160

PALM BEACH, FL

Past

May 22, 2008 - August 31, 2010

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

DELRAY BEACH, FL

Past

April 25, 2008 - August 31, 2010

VALMARK SECURITIES, INC.

CRD#: 31243

DELRAY BEACH, FL

Past

December 18, 2007 - April 25, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

DELRAY BEACH, FL

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
(8/2/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/2007

General Securities Representative Examination

Current Firm

ZURAW FINANCIAL

ZURAW FINANCIAL | ZURAW FINANCIAL, PL | ZURAW FINANCIAL PLLC

CRD#: 164527 / SEC#:

Florida

Registered Investment Advisory firm - (8/1/2012 Approved)

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Contact information

Main Address

209 Se 5th Avenue, Delray Beach, FL 33483

Mailing Address

Phone number

(561) 272-7317

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 67,016,665

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.

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Joshua B. Geib

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brent Geib's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZURAW FINANCIAL

KLOCKE CAPITAL GROUP, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2008

Series 7

Date: 12/17/2007

Current Firm

ZURAW FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZURAW FINANCIAL

TRUST BUT VERIFY

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