JOSEPH ALMON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-07-24 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-06-09 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-02-26 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2015-08-19 | 2017-01-31 | — |
| AVANT-GARDE ADVISORS LLC | 2012-01-09 | 2015-06-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-05-12 | 2011-12-20 | — |
| APS PARTNERS FUND LLC | 2008-01-02 | 2008-12-09 | — |