Adviser and broker representative · Arkadios Wealth Advisors
Joshua P. Cannata
CRD 6739432 · Roselle, IL
At a glance
Joshua P. Cannata is an investment adviser representative with Arkadios Wealth Advisors in Roselle, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2017, about 9 years ago. Joshua is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Arkadios Wealth AdvisorsSince June 2025Roselle, IL · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Arkadios Wealth Advisors
- Jack P. CannataRoselle · Certified Financial Planner
- Lindsey A. CannataRoselle · Certified Financial Planner
- Maurice J. AcricheGarden City
- Paulo M. AguilarSaddle Brook
- Brian A. AkersForest Hill · Certified Financial Planner
- Jeffery L. AkersForest Hill · Certified Financial Planner
- Noah D. AkersForest Hill
- Chris R. AlbertsonFort Worth
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