Joseph D Shields is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2025-09-15 | present | Yes |
| ONEAMERICA SECURITIES, INC. | 2025-07-21 | 2025-09-23 | — |