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Managing Member/investment Advisor Representative · Highroad Wealth Advisors, LLC

Joshua J. Snoddy

CRD 5446837 · Named on Form ADV at one SEC-registered adviser

At a glance

Highroad Wealth Advisors, LLC, an SEC-registered wealth manager based in Coos Bay, OR with $189 million in regulatory assets, lists Joshua J. Snoddy on its Form ADV as Managing Member/investment Advisor Representative, a control person.

Firms and roles

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

  • Jason M. FinniganManaging Member/investment Advisor Representative/chief Compliance Officer, Highroad Wealth Advisors, LLC

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.