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.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 9, 2020

First registration

Sep 11, 2020

Dual registered

no

Other names

Joshua Barditch

IAPD individual key

7144787

• Occurred

  Nov 25, 2024
  Advisor changed firm

  Joshua Hunter Barditch left Capital Advisors, Inc. for Corient (registered 2026-07-29)

  Form ADVobserved 5 days ago
• Occurred

  Apr 18, 2022
  Advisor changed firm

  Joshua Hunter Barditch left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Capital Advisors, Inc. (registered 2022-05-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4751b47-af45-bdd8-86cc-0489634d1bc4

First observed

Sep 11, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.