Joshuah S. Stedman
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.
Joshuah Saber Stedman, who also goes by Joshuah S Stedman, Joshuah Stedman, was a registered financial professional .
Joshuah is a previously registered financial professional and started their career in finance in 2020. Joshuah had worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 16, 2024 - February 6, 2025
WAY STREET FINANCIAL, LLC
March 22, 2022 - June 2, 2022
ALIGHT FINANCIAL ADVISORS, LLC
March 22, 2022 - June 2, 2022
ALIGHT FINANCIAL SOLUTIONS, LLC
August 20, 2021 - October 25, 2021
MORGAN STANLEY
August 19, 2021 - October 25, 2021
MORGAN STANLEY
October 27, 2020 - May 19, 2021
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 10/27/2020
General Securities Representative ExaminationCurrent Firm
WAY STREET FINANCIAL, LLC
CRD#: 329451 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 32,000,000 |
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.
