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Managing Principal / Financial Advisor / Chief Compliance Officer · Muirfield Wealth Advisors LLC

Joshua R. Bailey

CRD 6199964 · Named on Form ADV at one SEC-registered adviser

At a glance

Muirfield Wealth Advisors LLC, an SEC-registered wealth manager based in Charlotte, NC with $256 million in regulatory assets, lists Joshua R. Bailey on its Form ADV as Managing Principal / Financial Advisor / Chief Compliance Officer, a control person.

Firms and roles

  • Muirfield Wealth Advisors LLCManaging Principal / Financial Advisor / Chief Compliance OfficerWealth manager · Charlotte, NC · $256M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.