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JB

Joshua J. Bonewell

FINANCE OF AMERICA SECURITIES LLC
St. Paul, MN 55101
Some features on this profile are disabled
CRD#: 7140209
JB

Professional summary

Joshua J Bonewell, who also goes by Josh Bonewell, is a registered financial professional currently at FINANCE OF AMERICA SECURITIES LLC located in St. Paul, Minnesota.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2020. Joshua has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Josh Bonewell

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) - BD

Click below to view Joshua J Bonewell's 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

February 12, 2020 - Present

FINANCE OF AMERICA SECURITIES LLC

Office #1: 30 East 7th St, Suite 2350, St. Paul, MN 55101
BD
CRD#: 284464
St. Paul, MN

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

General Industry/Product Exam
RR
Series 79TO
Date: 2/12/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FO
FINANCE OF AMERICA SECURITIES LLC
FINANCE OF AMERICA SECURITIES LLC | INCENTER SECURITIES GROUP LLC

CRD#: 284464 / SEC#: , 8-69803

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
30 7th Street E. 23 Floor, Saint Paul, MN 55101
Mailing Address
30 7th Street E. 23 Floor, Saint Paul, MN 55101
Phone number
(651) 412-2042
Established
Delaware since 02/29/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
INCENTER LLCSOLE MEMBER
MAHON, PETER CHRISTOPHERFINOP/PFO/POO5461336
MAHON, PETER CHRISTOPHERCHIEF COMPLIANCE OFFICER5461336
MAHON, PETER CHRISTOPHERPRESIDENT5461336

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

FINANCE OF AMERICA SECURITIES LLC

CRD#: 284464St. Paul, MN 55101

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