Joshua H. Dadan
Professional summary
Joshua Hugo Dadan II, who also goes by Joshua Dadan, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Boca Raton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Boca Raton, Florida.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Joshua has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Hugo Dadan II's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 22, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 701 N Federal Hwy, Boca Raton, FL 33432October 21, 2010 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9936 Clint Moore Rd, Boca Raton, FL 33496Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/21/2010)
(11/22/2016)
(1/3/2011)
Exams
Series 7TO
Date: 1/5/2022
General Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Boca Raton, FL 33432TRUST BUT VERIFY
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