Joshua D. Collinsworth

NOMADIC VALUE PARTNERS

Essex, VT

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CRD#: 7190411

Professional summary

Joshua David Collinsworth is a registered financial advisor currently at NOMADIC VALUE PARTNERS located in Essex, Vermont.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 2 firms and has passed the Series 65 exam.

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 David Collinsworth'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

September 30, 2022 - Present

NOMADIC VALUE PARTNERS

RIA

CRD#: 322633

Essex, VT

Past

October 18, 2019 - March 3, 2023

ASHDON INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 130180

TULLAHOMA, TN

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

Texas
(6/15/2023)

IAR

Vermont
(12/9/2024)

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: 8/16/2019

Uniform Investment Adviser Law Examination

Current Firm

NOMADIC VALUE PARTNERS

NOMADIC | NVIP LLC | NOMADIC VALUE PARTNERS

CRD#: 322633 / SEC#:

Colorado

Registered Investment Advisory firm - (7/31/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2025 Termination Requested)

Vermont

Registered Investment Advisory firm - (9/17/2024 Approved)

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).

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Contact information

Main Address

Essex, VT

Mailing Address

Phone number

(802) 444-1990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 2,979,456

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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Joshua D. Collinsworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Collinsworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOMADIC VALUE PARTNERS

ASHDON INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2019

Current Firm

NOMADIC VALUE PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NOMADIC VALUE PARTNERS

TRUST BUT VERIFY

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