JB
Joshua Barron Angell
CRD 5754377
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Poinciana Advisors Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Poinciana Advisors Group, Llc
Chief Compliance Officer/Manager/Cio/Coo · Less than 5% · Mar 2024
-
Poinciana Advisors Group, Llc
Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗