DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

JOSHUA FREDERICK WILLIFORD

Advisor at WELLS FARGO ADVISORS

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:147948e0-a303-0cc2-38c5-cb930c2228d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2010 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66|S63|S65
First exam: Apr 27, 2018
First registration: Oct 1, 2010
Dual registered: yes, broker-dealer
Other names: JOSHUA FREDERICK WILLIFORD|JOSHUA WILLIFORD
IAPD individual key: 5680317

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
WELLS FARGO ADVISORS	Wirehouse	Oct 25, 2024	n/a	yes	MCLEAN, VA	Current employment
AMJ FINANCIAL WEALTH MANAGEMENT LLC	Independent wealth	Apr 21, 2021	Mar 7, 2022	no	LEESBURG, VA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 10, 2020	Dec 17, 2020	no	Towson, MD	Previous registration
Stratwealth	Former SEC adviser	May 24, 2018	Jan 27, 2020	no	FULTON, MD	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Jan 21, 2011	Dec 31, 2012	no	FREDERICK, MD\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
WADDELL & REED	Former SEC adviser	Oct 1, 2010	Nov 3, 2010	no	OWINGS MILLS, MD	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
AMJ FINANCIAL WEALTH MANAGEMENT LLC	WELLS FARGO ADVISORS	Mar 7, 2022	Oct 25, 2024	963	Firm change after gap	RIA to wirehouse
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMJ FINANCIAL WEALTH MANAGEMENT LLC	Dec 17, 2020	Apr 21, 2021	125	Firm change	Ibd to RIA
Stratwealth	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 27, 2020	Jul 10, 2020	165	Firm change	RIA to ibd
MONEY CONCEPTS ADVISORY SERVICE	Stratwealth	Dec 31, 2012	May 24, 2018	1,970	Firm change after gap	Other
WADDELL & REED	MONEY CONCEPTS ADVISORY SERVICE	Nov 3, 2010	Jan 21, 2011	79	Firm change	Other

Relationships

Registered with (6)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Oct 25, 2024 to presentfactForm ADV
→ AMJ FINANCIAL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 21, 2021 to Mar 7, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 10, 2020 to Dec 17, 2020factForm ADV
→ STRATWEALTHRegistered adviserregistration: previous registration
May 24, 2018 to Jan 27, 2020factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Jan 21, 2011 to Dec 31, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Oct 1, 2010 to Nov 3, 2010factForm ADV

Dated events

Occurred
Mar 7, 2022
Advisor changed firm
Joshua Frederick Williford left Amj Financial Wealth Management Llc for Wells Fargo Advisors (registered 2024-10-25)
Form ADVobserved 5 days ago