Joshua G. Detar

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CRD#: 5516506

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 Gipson Detar, who also goes by Joshua Gipson Detar, Joshua Detar, was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2008. Joshua had worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joshua Gipson Detar | Joshua Detar

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.

1. City of Joplin; 602 S. Main, Joplin, MO 64801; Local Government; City Council Member; Review and approve the annual budget, establish local tax rates, pass ordinances and resolutions, establish long and short term objectives and approve contracts with outside companies; 4/11/22; 20 hr/mo; Not During Securities Trading Hours; Not Investment Related. 2. QUILITY/SYMMETRY FINANCIAL GROUP ; NON-INVESTMENT RELATED ; 1234 CREST DR, JOPLIN, MO 64801 ; INSURANCE AGENT - ANNUITY AND LIFE INSURANCE SALES ; 12/2023 TO PRESENT ; 20-30 HRS/WK

Blog Corner

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

June 27, 2024 - June 23, 2025

QUILITY FINANCIAL ADVISORS

RIA

CRD#: 304586

JOPLIN, MO

Past

November 18, 2022 - November 14, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

JOPLIN, MO

Past

November 7, 2022 - November 14, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

JOPLIN, MO

Past

January 2, 2015 - July 28, 2022

EDWARD JONES

RIA

CRD#: 250

WEBB CITY, MO

Past

January 2, 2015 - July 28, 2022

EDWARD JONES

CRD#: 250

WEBB CITY, MO

Past

February 22, 2011 - January 2, 2015

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

February 14, 2011 - January 2, 2015

MONTICELLO INVESTMENT SERVICES, INC.

RIA

CRD#: 140851

NEOSHO, MO

Past

June 16, 2008 - January 6, 2010

EDWARD JONES

RIA

CRD#: 250

JOPLIN, MO

Past

May 30, 2008 - January 6, 2010

EDWARD JONES

CRD#: 250

JOPLIN, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 Approved)

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.

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: 6/12/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/10/2011

General Securities Principal Examination

Current Firm

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 Approved)

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Contact information

Main Address

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

Mailing Address

Phone number

(321) 888-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	464
AUM (Assets Under Management)	$ 71,000,000

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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Advisor Monitoring

Firm Stability Insights

Joshua G. Detar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

EDWARD JONES

EDWARD JONES

MIDAMERICA FINANCIAL SERVICES, INC.

MONTICELLO INVESTMENT SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

QUILITY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2008

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2008

Series 24

Date: 11/10/2011

Current Firm

QUILITY FINANCIAL ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUILITY FINANCIAL ADVISORS

TRUST BUT VERIFY

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