DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joshua Lee Mcbride
Feed of 09/15/2026
Also filed as Josh Mcbride
At current firm
4 y
since Oct 25, 2021
In the industry
18 y
since Apr 22, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- United Brokerage Services Inc BD affiliated currentsince Oct 25, 2021 · Vienna, Wv
- Truist Advisory Services, Inc. BD affiliatedMar 2, 2021 to Oct 19, 2021 · Atlanta, Ga
- Bb&T Securities, LLC formerJan 2, 2018 to Mar 2, 2021 · Princeton, Wv
- Bb&T Investment Services, Inc. formerSep 9, 2016 to Jan 2, 2018 · Summersville, Wv
- United Brokerage Services Inc BD affiliatedFeb 15, 2012 to Sep 12, 2016 · Beckley, Wv
- Focus Financial Investment Group, LLC unclassifiedApr 28, 2008 to Dec 31, 2010 · Charleston, Wv
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to United Brokerage Services Incleft Oct 19, 2021, registered Oct 25, 2021 (6 days) · Affiliated broker-dealer or bank to another
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Mar 2, 2021, registered Mar 2, 2021 (0 days) · corporate re-registration, not a move
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- United Brokerage Services Inc to Bb&T Investment Services, Inc.left Sep 12, 2016, registered Sep 9, 2016 (-3 days) · Other
- Focus Financial Investment Group, LLC to United Brokerage Services Incleft Dec 31, 2010, registered Feb 15, 2012 (411 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address