Joshua J. Joiner

GLOBAL INVESTMENT ADVISORY

Tampa, FL

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CRD#: 5561257

Professional summary

Joshua James Joiner, who also goes by Joshua Joiner, is a registered financial advisor currently at GLOBAL INVESTMENT ADVISORY located in Tampa, Florida and ANCHOR & OAK WEALTH ADVISORS, LLC located in Tampa, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joshua has worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Joshua Joiner

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 James Joiner's CRS (Customer Relationship Summary).

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

October 29, 2024 - Present

GLOBAL INVESTMENT ADVISORY

RIA

CRD#: 310305

Tampa, FL

Current

June 25, 2026 - Present

ANCHOR & OAK WEALTH ADVISORS, LLC

RIA

CRD#: 342544

TAMPA, FL

Past

August 27, 2013 - August 27, 2025

VERE GLOBAL WEALTH MANAGEMENT

RIA

CRD#: 154312

COLLIERVILLE, TN

Past

January 12, 2011 - August 20, 2013

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HOUSTON, TX

Past

January 13, 2010 - August 20, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

HOUSTON, TX

Past

October 6, 2008 - August 4, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HOUSTON, TX

Past

August 11, 2008 - August 4, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HOUSTON, TX

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".

GLOBAL INVESTMENT ADVISORY

CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY

CRD#: 310305 / SEC#: 801-131279

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

California

Registered Investment Advisory firm - (10/31/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (10/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/14/2024)

IAR

Texas
(10/29/2024)

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: 10/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2008

General Securities Representative Examination

Current Firm

GLOBAL INVESTMENT ADVISORY

CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY

CRD#: 310305 / SEC#: 801-131279

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

California

Registered Investment Advisory firm - (10/31/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (10/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2024 Terminated)

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Contact information

Main Address

1600 Pennsylvania Avenue, Mcdonough, GA 30253

Mailing Address

Phone number

(678) 583-1120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL INVESTMENT ADVISORY BROCHURE (12/12/2025)

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 21,484,490

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 J. Joiner

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua James Joiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR & OAK WEALTH ADVISORS, LLC

VERE GLOBAL WEALTH MANAGEMENT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GLOBAL INVESTMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2008

Series 7

Date: 8/7/2008

Current Firm

GLOBAL INVESTMENT ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL INVESTMENT ADVISORY

TRUST BUT VERIFY

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