Joshua R. Barlow
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 Ryan Barlow, who also goes by Joshua R Barlow, was a registered financial professional .
Joshua is a previously registered financial professional and started their career in finance in 2014. Joshua had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 7, 2022 - March 13, 2023
CLEAR MONEY PATH
October 6, 2016 - May 16, 2022
FREESTATE ADVISORS LLC
August 20, 2014 - December 26, 2014
FREESTATE ADVISORS LLC
March 13, 2014 - April 30, 2014
WADDELL & REED
February 17, 2014 - April 30, 2014
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CLEAR MONEY PATH
CRD#: 148525 / SEC#: 801-69661
Contact information
Regulatory assets under management
| Total Number of Accounts | 736 |
| AUM (Assets Under Management) | $ 65,273,290 |
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.
