AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

Josue F. Calvillo

Some features on this profile are disabled
CRD#: 7092538
JC

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.

Josue Francisco Calvillo, who also goes by Josh Francisco Calvillo, was a registered financial professional .

Josue is a previously registered financial professional and started their career in finance in 2019. Josue had worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Josh Francisco Calvillo

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)

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

July 18, 2023 - January 6, 2025

TITAN GLOBAL TECHNOLOGIES LLC

BD
CRD#: 312379
NEW YORK, NY
Past

June 14, 2022 - March 28, 2023

TITAN GLOBAL TECHNOLOGIES LLC

BD
CRD#: 312379
NEW YORK, NY
Past

September 1, 2020 - May 18, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Denver, CO
Past

September 13, 2019 - July 29, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

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
Series 63
Date: 10/7/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/3/2023
General Securities Principal Examination

Current Firm

TG
TITAN GLOBAL TECHNOLOGIES LLC
TITAN GLOBAL TECHNOLOGIES LLC

CRD#: 312379 / SEC#: , 8-70650

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
508 Laguardia Pl Fl 3, New York, NY 10012
Mailing Address
508 Laguardia Pl Fl 3, New York, NY 10012
Phone number
(973) 490-4042
Established
Delaware since 12/28/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TITAN GLOBAL CAPITAL MANAGEMENT, INC.SOLE MEMBER
JAIN, ANUSHREE RAJENDRACEO6818351
KLEINER, GABRIEL KRISTIENCHIEF COMPLIANCE OFFICER6444978
MEGENITY, BRIAN MCDONALDFINOP, CFO AND POO2889637

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

TITAN GLOBAL TECHNOLOGIES LLC

CRD#: 312379

TRUST BUT VERIFY

Monitor Josue Calvillo

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

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics