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Member and Chief Compliance Officer · KB Financial Advisors LLC

Joshua L. Loveall

CRD 5758713 · Named on Form ADV at one SEC-registered adviser

At a glance

KB Financial Advisors LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $115 million in regulatory assets, lists Joshua L. Loveall on its Form ADV as Member and Chief Compliance Officer, a control person.

Firms and roles

  • KB Financial Advisors LLCMember and Chief Compliance OfficerWealth manager · SAN Francisco, CA · $115M 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.

Colleagues named on the same 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.