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JS

Josiah P. Sears

MVRK FINANCIAL CONSULTANTS
PALM HARBOR, FL 34683
Some features on this profile are disabled
CRD#: 7309300
JS
Josiah Paul SearsMVRK FINANCIAL CONSULTANTS

Professional summary

Josiah Paul Sears, who also goes by Josiah Sears, is a registered financial advisor currently at MVRK FINANCIAL CONSULTANTS, LLC located in Palm Harbor, Florida.

Josiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Josiah has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Josiah Sears

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 Josiah Paul Sears'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

August 8, 2025 - Present

MVRK FINANCIAL CONSULTANTS, LLC

Office #1: 361 N. Carolina Ave, Palm Harbor, FL 34683
RIA
CRD#: 337225
PALM HARBOR, FL
Past

August 8, 2025 - December 31, 2025

MVRK FINANCIAL CONSULTANTS, LLC

RIA
CRD#: 337225
BRANDENTON, FL
Past

January 10, 2025 - January 12, 2026

49 FINANCIAL

RIA
CRD#: 319484
Bradenton, FL
Past

December 14, 2020 - October 18, 2024

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
CARMEL, IN

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
Florida
(8/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2020
Uniform Investment Adviser Law Examination

Current Firm

MF
MVRK FINANCIAL CONSULTANTS, LLC
MVRK FINANCIAL CONSULTANTS, LLC

CRD#: 337225 / SEC#:

Florida
Registered Investment Advisory firm - (8/8/2025 Approved)
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Contact information

Main Address
6400 Manatee Ave., West #l Suite 125, Brandenton, FL 34209
Mailing Address
Phone number
(941) 807-1631
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MVRK FINANCIAL CONSULTANTS, LLC

CRD#: 337225Palm Harbor, FL 34683

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