Joshua R. Mccaslin

HEXAGON CAPITAL PARTNERS

Rogers, AR 72758

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CRD#: 5593355

Professional summary

Joshua Ryan Mccaslin, who also goes by Josh Mccaslin, is a registered financial advisor currently at HEXAGON CAPITAL PARTNERS, LLC located in Rogers, Arkansas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Mccaslin

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.

WH MCCASLIN FAMILY LP-P.O. BOX 69 CLINTON, AR 72031 REAL ESTATE, FARM LAND, SECURITIES HOLDINGS &AMP; FAMILY BUSINESS. LIMITED PARTNER &AMP; FAMILY MEMBER. FORMED 1991. 0 HOURS &AMP; 0 HOURS WITH NO DUTIES AT ALL. 2)MCCLINT-ARK CELLULAR INC.-P.O. BOX 69 CLINTON, AR 72031.PROVIDE CELLUAR COVER TO CUSTOMERS LIMITED PARTNER &AMP; FAMILY MEMBER. FORMED 2001. 0 HOURS &AMP; 0 HOURS WITH NO DUTIES AT ALL. 3)FOUR SCORE OIL &AMP; GAS LLC-P.O. BOX 69 CLINTON, AR 72031. OIL &AMP; NATURAL GAS LEASING.LIMITED PARTNER &AMP; FAMILY MEMBER. FORMED 2008. 0 HOURS &AMP; 0 HOURS WITH NO DUTIES AT ALL. 4)MC INVESTMENTS LLC- P.O. BOX 642 CLINTON, AR 72031. INVESTMEST BASED. LOOKING TO INVEST IN PUBLIC &AMP; PRIVATE CO. LIMITED PARTNER. FORMED 2005. 0 HOURS &AMP; 0 HOURS WITH NO DUTIES AT ALL. 5)NILSAC LLC- P.O. BOX 707 SPRINGDALE, AR 72765. COMMERCIAL &AMP; RESIDENTIAL PROPERTY. FORMED 2008. 0 HOURS &AMP; 0 HOURS WITH NO DUTIES AT ALL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ryan Mccaslin'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

November 27, 2019 - Present

HEXAGON CAPITAL PARTNERS, LLC

Office #1: 2107 S 54th Street, Rogers, AR 72758

RIA

CRD#: 305850

Rogers, AR

Past

June 29, 2012 - December 2, 2019

MORGAN STANLEY

RIA

CRD#: 149777

ROGERS, AR

Past

June 29, 2012 - December 2, 2019

MORGAN STANLEY

CRD#: 149777

ROGERS, AR

Past

December 17, 2008 - July 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ROGERS, AR

Past

November 14, 2008 - July 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ROGERS, AR

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".

HEXAGON CAPITAL PARTNERS, LLC

HEXAGON CAPITAL PARTNERS, LLC | OZARK ADVISORS, LLC

CRD#: 305850 / SEC#: 801-117628

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

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

Arkansas
(11/27/2019)

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: 12/11/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2008

General Securities Representative Examination

Current Firm

HEXAGON CAPITAL PARTNERS, LLC

HEXAGON CAPITAL PARTNERS, LLC | OZARK ADVISORS, LLC

CRD#: 305850 / SEC#: 801-117628

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

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Contact information

Main Address

2107 S 54th Street, Rogers, AR 72758

Mailing Address

Phone number

(479) 340-0115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HEXAGON CAPITAL PARTNERS - ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,173
AUM (Assets Under Management)	$ 872,100,000

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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Firm Stability Insights

Joshua R. Mccaslin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ryan Mccaslin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HEXAGON CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2008

Current Firm

HEXAGON CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEXAGON CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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