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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

JOSHUA CHARLES LILJENQUIST

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

HOLLADAY, UT

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Search this name across graphsid dfx:ria:13b46205-76a8-6dc7-95f2-7aeb8415700d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 16, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 10, 2007
First registration: May 16, 2008
Dual registered: yes, broker-dealer
Other names: JOSHUA LILJENQUIST|JOSH CHARLES LILJENQUIST
IAPD individual key: 5350393

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 10, 2019	n/a	yes	HOLLADAY, UT	Current employment
FIRST WESTERN ADVISORS	Former SEC adviser	Apr 10, 2014	Oct 11, 2019	no	HOLLADAY, UT\|HOLLADAY, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 14, 2011	Apr 14, 2014	no	ARLINGTON, VA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Dec 6, 2010	Apr 7, 2011	no	SANDY, UT	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 16, 2008	Nov 1, 2010	no	BOUNTIFUL, UT\|DRAPER, UT\|DRAPER, UT\|RIVERTON, UT\|SOUTH JORDAN, UT\|OGDEN, UT\|CENTERVILLE, UT\|SOUTH OGDEN, UT\|DRAPER, UT\|SOUTH JORDAN, UT\|WEST JORDAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST WESTERN ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 11, 2019	Oct 10, 2019	-1	Firm change	RIA to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIRST WESTERN ADVISORS	Apr 14, 2014	Apr 10, 2014	-4	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 7, 2011	Apr 14, 2011	7	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	NEW ENGLAND SECURITIES CORPORATION	Nov 1, 2010	Dec 6, 2010	35	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
13623:149018:UT:2019-09-27	Oct 11, 2019	Oct 10, 2019	HOLLADAY, UT	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Oct 10, 2019 to presentfactForm ADV
→ FIRST WESTERN ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2014 to Oct 11, 2019factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 14, 2011 to Apr 14, 2014factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 6, 2010 to Apr 7, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 16, 2008 to Nov 1, 2010factForm ADV

Dated events

No dated event names this entity yet.