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 Raymond Yoskosky
Feed of 09/15/2026
At current firm
3 y
since May 17, 2023
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 17, 2023 · Tysons, Va
- Tlg Advisors, Inc. BD affiliatedApr 6, 2018 to Apr 10, 2023 · Pittsburgh, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 2, 2016 to Apr 2, 2018 · Pittsburgh, Pa
- Amundi Pioneer Institutional Asset Management, Inc. formerDec 21, 2015 to Nov 28, 2016 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Tlg Advisors, Inc. to LPL Financial LLCleft Apr 10, 2023, registered May 17, 2023 (37 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Tlg Advisors, Inc.left Apr 2, 2018, registered Apr 6, 2018 (4 days) · Wirehouse to affiliated broker-dealer or bank
- Amundi Pioneer Institutional Asset Management, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 28, 2016, registered Dec 2, 2016 (4 days) · Other
Signals
- Joshua Raymond Yoskosky left Tlg Advisors, Inc. for Lpl Financial Llc (registered 2023-05-17)Apr 10, 2023 · Advisor changed firm · fact
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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address