# Joshua Daniel Cloke

Joshua Daniel Cloke is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2025-07-11 | 2025-09-05 | — |
| [ROEHL & YI INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/109258) | 2021-03-10 | 2025-07-01 | — |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2016-04-19 | 2021-03-31 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2012-06-01 | 2016-04-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5598727)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5598727.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.