JOSHUA DAVID LIPSCOMB

C13

IAR CRD 7739685·Industry start 2024-11-08

Identity

Legal name

JOSHUA DAVID LIPSCOMB

CRD

7739685

NPN

—

Career

Previous employments

CW ADVISORS, LLC2025-05-01

WOLF GROUP CAPITAL ADVISORS2024-09-11

Current branches

OSAIC WEALTH, INC.

CASSADAY & COMPANY, INC.

Designations

—

Education

—

BrokerCheck signals

Industry start

2024-11-08

Est. age

24

Age confidence

—

Est. birth year

2002

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

CASSADAY & CO WEALTH MANAGEMENT LLC