# JOSHUA REED STEIN

JOSHUA REED STEIN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-12-06 | present | Yes |
| [NEWEDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/171351) | 2021-11-01 | 2022-12-05 | — |
| [MID ATLANTIC FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/109771) | 2013-02-04 | 2021-11-01 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2011-10-12 | 2013-02-07 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2011-01-25 | 2011-09-09 | — |
| [NATCITY INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17490) | 2009-03-10 | 2009-08-04 | — |
| [H FINANCIAL MANAGEMENT](https://search.stillhousedata.com/firm/148209) | 2009-02-27 | 2009-03-11 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2008-07-03 | 2008-12-19 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2005-04-06 | 2008-07-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4896899)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4896899.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.
