# JOSHUA MICHAEL GILBERT

JOSHUA MICHAEL GILBERT is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-02-19 | present | Yes |
| [VALEO FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/127132) | 2020-06-16 | 2020-12-09 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2016-10-20 | 2020-06-08 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-07-27 | 2016-10-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6414249)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6414249.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.