Joseph Schmidt is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with EVERSOURCE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | 2024-08-19 | present | Yes |
| SUNRISE PERSONAL FINANCE | 2022-09-03 | 2024-08-13 | — |
| PARTNERS IN FINANCIAL PLANNING, LLC | 2021-10-20 | 2022-08-24 | — |