# JOEY VAN OXFORD

JOEY VAN OXFORD is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with CAPITAL WEALTH PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL WEALTH PLANNING, LLC](https://search.stillhousedata.com/firm/150764) | 2021-05-20 | present | Yes |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2021-02-22 | 2021-03-12 | — |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2021-02-19 | 2021-03-01 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2019-02-11 | 2019-09-03 | — |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2005-04-27 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2000-06-30 | 2016-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1963188)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1963188.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.