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Joshua A Gallogly

Joshua A. Gallogly

MILESTONES FINANCIAL
Columbus, OH
Some features on this profile are disabled
CRD#: 7216216
Joshua A Gallogly

Professional summary

Joshua A Gallogly, CFP® is a registered financial advisor currently at MILESTONES FINANCIAL located in Columbus, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 A Gallogly'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

October 7, 2021 - Present

MILESTONES FINANCIAL

RIA
CRD#: 316322
Columbus, OH
Past

February 28, 2020 - January 25, 2021

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
POWELL, OH

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
Ohio
(10/7/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2020
Securities Industry Essentials Examination

Current Firm

MF
MILESTONES FINANCIAL
MILESTONES FINANCIAL | MILESTONES FINANCIAL LLC

CRD#: 316322 / SEC#:

Ohio
Registered Investment Advisory firm - (10/7/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Columbus, OH
Mailing Address
Phone number
(614) 349-1095
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MILESTONES FINANCIAL

CRD#: 316322Columbus, OH

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