Brittany K. Boma
Professional summary
Brittany K Boma is a registered financial advisor currently at JOSEPH WEALTH MANAGEMENT, LLC located in Forest Park, Illinois and JOSEPH EDEN CAPITAL, LLC located in Forest Park, Illinois.
Brittany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brittany has worked at 2 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brittany K Boma's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2022 - Present
JOSEPH WEALTH MANAGEMENT, LLC
Office #1: 7600 West Roosevelt Rd. Suite 10, Forest Park, IL 60130April 21, 2022 - Present
JOSEPH EDEN CAPITAL, LLC
Office #1: 7600 West Roosevelt Rd., Forest Park, IL 60130Office #2: 7600 W. Roosevelt Rd., Forest Park, IL 60130State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/8/2022)
(5/13/2022)
(12/13/2022)
(5/31/2022)
(4/21/2022)
(5/13/2022)
(4/13/2023)
(8/8/2022)
(5/13/2022)
(6/6/2022)
(5/13/2022)
(5/13/2022)
(5/13/2022)
(5/25/2022)
(5/13/2022)
(9/16/2022)
(5/24/2022)
(7/5/2022)
(5/13/2022)
(5/13/2022)
Exams
Series 99TO
Date: 4/2/2025
Operations Professional ExaminationSeries 7TO
Date: 4/21/2022
General Securities Representative ExaminationFINRA
Current Firm
JOSEPH WEALTH MANAGEMENT, LLC
CRD#: 309996 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 21,021,237 |
Red Flags
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