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JB

Joshua H. Briggs

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CRD#: 6949160
JB

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 Heath Briggs, who also goes by Josh H Briggs, Josh Briggs, Joshua H Briggs, Joshua Briggs, was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2018. Joshua had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Josh H Briggs | Josh Briggs | Joshua H Briggs | Joshua Briggs

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.
Company: Body Insight RX Role: Owner Not investment related. Health - Body Composition Testing Weekends Only - approximately 4 hours a month. Beginning in July 2014 Address: 1418 Chantilly Lane Franklin, TN

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 15, 2023 - April 12, 2024

TBH GLOBAL ASSET MANAGEMENT, LLC

RIA
CRD#: 145536
Nashville, TN
Past

August 20, 2021 - August 23, 2023

EDWARD JONES

RIA
CRD#: 250
NASHVILLE, TN
Past

August 20, 2021 - August 23, 2023

EDWARD JONES

BD
CRD#: 250
NASHVILLE, TN
Past

November 1, 2019 - April 28, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
NASHVILLE, TN
Past

October 31, 2019 - April 28, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NASHVILLE, TN
Past

October 9, 2018 - November 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BRENTWOOD, TN
Past

August 17, 2018 - November 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BRENTWOOD, TN

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".
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS

CRD#: 145536 / SEC#: 801-68624

RIA
Registered Investment Advisory firm - (1/2/2008 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS

CRD#: 145536 / SEC#: 801-68624

RIA
Registered Investment Advisory firm - (1/2/2008 Approved)
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Contact information


Main Address
6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Mailing Address
Phone number
(615) 690-4820
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TBH GLOBAL ASSET MANAGEMENT LLC BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts3,627
AUM (Assets Under Management)$ 1,274,662,966

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
02/26/2025
Cover Page
03/28/2024
02/27/2023

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


TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536

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Contact information


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