Joshua R. Bailey

MUIRFIELD WEALTH ADVISORS LLC

Charlotte, NC 28209

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CRD#: 6199964

Professional summary

Joshua Reese Bailey II, CFP®, who also goes by Josh Bailey, Joshua Reese Bailey, is a registered financial advisor currently at MUIRFIELD WEALTH ADVISORS LLC located in Charlotte, North Carolina.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Bailey | Joshua Reese Bailey

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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Reese Bailey II'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 30, 2021 - Present

MUIRFIELD WEALTH ADVISORS LLC

Office #1: 6101 Carnegie Blvd. Suite 550, Charlotte, NC 28209

RIA

CRD#: 316071

Charlotte, NC

Past

February 22, 2019 - September 30, 2021

CARROLL FINANCIAL ASSOCIATES INC

RIA

CRD#: 105427

CHARLOTTE, NC

Past

February 19, 2019 - October 4, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CHARLOTTE, NC

Past

August 6, 2015 - January 29, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

RALEIGH, NC

Past

May 22, 2015 - January 29, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

RALEIGH, NC

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".

MUIRFIELD WEALTH ADVISORS LLC

MUIRFIELD WEALTH ADVISORS LLC | WINTERGREEN WEALTH LLC

CRD#: 316071 / SEC#: 801-122184

RIA

Registered Investment Advisory firm - (9/1/2021 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

North Carolina
(9/30/2021)

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: 7/9/2015

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: 5/22/2015

General Securities Representative Examination

Current Firm

MUIRFIELD WEALTH ADVISORS LLC

MUIRFIELD WEALTH ADVISORS LLC | WINTERGREEN WEALTH LLC

CRD#: 316071 / SEC#: 801-122184

RIA

Registered Investment Advisory firm - (9/1/2021 Approved)

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Contact information

Main Address

6101 Carnegie Blvd. Suite 550, Charlotte, NC 28209

Mailing Address

Phone number

(704) 442-0047

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MUIRFIELD WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/21/2025)

Regulatory assets under management

Total Number of Accounts	459
AUM (Assets Under Management)	$ 234,900,000

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 R. Bailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Reese Bailey II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARROLL FINANCIAL ASSOCIATES INC

CETERA WEALTH SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MUIRFIELD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2015

Current Firm

MUIRFIELD WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUIRFIELD WEALTH ADVISORS LLC

TRUST BUT VERIFY

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