AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JP

Joshua Pino

FLOURISH FINANCIAL
Jersey City, NJ 07310
CRD#: 6308560
Some features on this profile are disabled
JP
Joshua PinoFLOURISH FINANCIAL

Professional summary


Joshua Pino is a registered financial professional currently at FLOURISH FINANCIAL LLC located in Jersey City, New Jersey.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2014. Joshua has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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


0

CRS (Client Relationship Summary) - BD


Click below to view Joshua Pino'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 16, 2025 - Present

FLOURISH FINANCIAL LLC

Office #1: 525 Washington Boulevard Suite 300, Jersey City, NJ 07310
BD
CRD#: 293019
Jersey City, NJ
Past

February 28, 2023 - September 18, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Jersey City, NJ
Past

April 3, 2014 - October 7, 2022

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/16/2025)
RR
Alaska
(10/16/2025)
RR
Arizona
(10/16/2025)
RR
Arkansas
(10/16/2025)
RR
California
(10/16/2025)
RR
Colorado
(10/16/2025)
RR
Connecticut
(10/16/2025)
RR
Delaware
(10/16/2025)
RR
District of Columbia
(10/16/2025)
RR
Florida
(10/16/2025)
RR
Georgia
(10/16/2025)
RR
Hawaii
(10/16/2025)
RR
Idaho
(10/16/2025)
RR
Illinois
(10/16/2025)
RR
Indiana
(10/16/2025)
RR
Iowa
(10/16/2025)
RR
Kansas
(10/16/2025)
RR
Kentucky
(10/16/2025)
RR
Louisiana
(10/16/2025)
RR
Maine
(10/16/2025)
RR
Maryland
(10/16/2025)
RR
Massachusetts
(10/16/2025)
RR
Michigan
(10/16/2025)
RR
Minnesota
(10/16/2025)
RR
Mississippi
(10/16/2025)
RR
Missouri
(10/16/2025)
RR
Montana
(10/16/2025)
RR
Nebraska
(10/16/2025)
RR
Nevada
(10/16/2025)
RR
New Hampshire
(10/16/2025)
RR
New Jersey
(10/16/2025)
RR
New Mexico
(10/16/2025)
RR
New York
(10/16/2025)
RR
North Carolina
(10/16/2025)
RR
North Dakota
(10/16/2025)
RR
Ohio
(10/17/2025)
RR
Oklahoma
(10/16/2025)
RR
Oregon
(10/16/2025)
RR
Pennsylvania
(10/16/2025)
RR
Rhode Island
(10/16/2025)
RR
South Carolina
(10/16/2025)
RR
South Dakota
(10/16/2025)
RR
Tennessee
(10/16/2025)
RR
Texas
(10/16/2025)
RR
Utah
(10/16/2025)
RR
Vermont
(10/16/2025)
RR
Virginia
(10/16/2025)
RR
Washington
(10/16/2025)
RR
West Virginia
(10/16/2025)
RR
Wisconsin
(10/16/2025)
RR
Wyoming
(10/16/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FLOURISH FINANCIAL LLC
FLOURISH FINANCIAL LLC | STONE RIDGE SECURITIES LLC

CRD#: 293019 / SEC#: , 8-70093

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...

Contact information


Main Address
2 Park Avenue 11th Floor, New York, NY 10016
Mailing Address
2 Park Avenue 11th Floor, New York, NY 10016
Phone number
(833) 808-5700
Established
Delaware since 11/03/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FLOURISH HOLDING COMPANY LLCSOLE MEMBER
CRUIKSHANK, BENJAMIN EVERETTPRESIDENT5682701
LANE, MAXWELL KEITHCHIEF EXECUTIVE OFFICER6111790
MURRAY, KATECHIEF COMPLIANCE OFFICER, COUNSEL, SECRETARY4958654
RISPOLI, FRANK JOSEPHCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4364402

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.

Company Information


FLOURISH FINANCIAL LLC

CRD#: 293019Jersey City, NJ 07310

TRUST BUT VERIFY

Monitor Joshua Pino

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.