# JOSH ALAN FRANKEL

JOSH ALAN FRANKEL is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with TRUSTMONT ADVISORY GROUP, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUSTMONT ADVISORY GROUP, INC.](https://search.stillhousedata.com/firm/106015) | 2019-07-30 | present | Yes |
| [CAPITAL FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/8408) | 2017-01-24 | 2019-07-18 | — |
| [PARTNERS CAPITAL SERVICES, INC.](https://search.stillhousedata.com/firm/127621) | 2012-09-13 | 2017-01-20 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2010-03-26 | 2010-10-29 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2008-01-30 | 2009-01-07 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2006-06-08 | 2008-02-26 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 1998-06-18 | 2006-04-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2634443)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2634443.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.