Joshua C. Weir

DRIVEN INVESTMENTS LLC

Chubbuck, ID

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CRD#: 6913862

Professional summary

Joshua Cole Weir is a registered financial advisor currently at DRIVEN INVESTMENTS LLC located in Chubbuck, Idaho.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Cole Weir'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

August 20, 2020 - Present

DRIVEN INVESTMENTS LLC

RIA

CRD#: 310095

Chubbuck, ID

Past

August 15, 2019 - October 25, 2019

BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

Chubbuck, ID

Past

August 12, 2019 - August 24, 2020

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

Pocatello, ID

Past

February 28, 2019 - July 31, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

OREM, UT

Past

March 19, 2018 - July 31, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

OREM, UT

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".

DRIVEN INVESTMENTS LLC

CRD#: 310095 / SEC#: 801-123246

RIA

Registered Investment Advisory firm - (3/23/2022 Approved)

California

Registered Investment Advisory firm - (5/12/2022 Terminated)

Georgia

Registered Investment Advisory firm - (4/18/2022 Terminated)

Idaho

Registered Investment Advisory firm - (4/21/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (4/19/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/12/2022 Terminated)

Utah

Registered Investment Advisory firm - (4/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Utah
(9/22/2020)

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 65

Date: 2/25/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/19/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DRIVEN INVESTMENTS LLC

CRD#: 310095 / SEC#: 801-123246

RIA

Registered Investment Advisory firm - (3/23/2022 Approved)

California

Registered Investment Advisory firm - (5/12/2022 Terminated)

Georgia

Registered Investment Advisory firm - (4/18/2022 Terminated)

Idaho

Registered Investment Advisory firm - (4/21/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (4/19/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/12/2022 Terminated)

Utah

Registered Investment Advisory firm - (4/14/2022 Terminated)

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Contact information

Main Address

Lehi, UT

Mailing Address

Phone number

(844) 932-3272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- DRIVEN INVESTMENTS LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,152
AUM (Assets Under Management)	$ 168,621,441

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 C. Weir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Cole Weir's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKLIGHT PLACE SECURITIES, INC.

INTERACTIVE FINANCIAL ADVISORS

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

DRIVEN INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2019

Series 63

Date: 3/23/2018

SIE

Date: 10/1/2018

Series 6

Date: 3/19/2018

Current Firm

DRIVEN INVESTMENTS LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DRIVEN INVESTMENTS LLC

TRUST BUT VERIFY

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