Joshua Dietz is an investment adviser representative (IAR) with state registration records since 2026, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-05-14 | present | Yes |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 2026-01-02 | 2026-02-23 | — |