Joshua Carpenter has been Managing Member of Bridgewealth Advisory Group since May 2018, is a control person of the firm and directly owns between 25% and 50% of it. Joshua Carpenter holds a Business Administration degree focusing on finance from National University.
Bridgewealth Advisory Group, LLC is a Fresno, CA firm with $869M under management, 793 clients and 5 advisers in one office, as of its March 2026 filing.
Joshua Carpenter is a Partner at Bridgewealth Advisory Group. He began his financial career at Paine Webber in 1999. After UBS acquired Paine Webber, he transitioned his clients to the new organization, where he focused on helping both individual investors and corporations achieve their financial goals, providing services in investment management and employee retirement plans.
Joshua Carpenter’s longest registration was 13 years at RB Capital Management, LLC (2005–2018). Before joining Bridgewealth Advisory Group in 2018, Joshua Carpenter was registered through Sloan Investment Advisors LLC and RB Capital Management, LLC.
- – present · 8 yearsFresno, CA · Adviser representative · Firm CRD 293514
- Sloan Investment Advisors LLC– · 3 yearsFresno, CA · Adviser representative · Firm CRD 141993
- RB Capital Management, LLC– · 13 yearsFresno, CA · Adviser representative · Firm CRD 125678
- Gunnallen Financial, Inc– · 1 yearFresno, CA · Adviser representative · Firm CRD 17609
- UBS Financial Services Inc.– · 2 yearsFresno, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Joshua Carpenter is registered as an investment adviser representative in California, since July 2018.
- CaliforniaSince 5 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 August 2000 |
| Series 7 | General Securities Representative Examination | 17 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Allen Carpenter
- CRD
- 4194303
- Firm
- Bridgewealth Advisory Group · CRD 293514
- Role
- Managing Member
- Office
- 986 West Alluvial Ave, Suite 101, Fresno, CA 93711
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bridgewealth.com
Where does Joshua Carpenter work?
Joshua Carpenter has been Managing Member of Bridgewealth Advisory Group, LLC since May 2018, and is a control person of the firm.
Is Joshua Carpenter a financial advisor?
Yes. Joshua Carpenter has a current investment-adviser registration in California, through Bridgewealth Advisory Group since July 2018.
How many years of experience does Joshua Carpenter have?
Joshua Carpenter has 26 years in the financial industry, since July 2000, across 5 adviser firms.
What exams has Joshua Carpenter passed?
Joshua Carpenter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2000. FINRA credited Joshua Carpenter with the SIE, which began in October 2018.
Where did Joshua Carpenter work before Bridgewealth Advisory Group?
Before Bridgewealth Advisory Group, Joshua Carpenter was registered through Sloan Investment Advisors LLC, July 2007 to May 2011; Gunnallen Financial, Inc, September 2003 to October 2004; UBS Financial Services Inc., October 2000 to October 2003.
Where is Joshua Carpenter based?
Joshua Carpenter’s registered office is in Fresno, CA.
Is Joshua Carpenter registered with FINRA?
Yes. Joshua Carpenter has a current broker registration, under CRD 4194303.
Source: FINRA BrokerCheck
How can I verify Joshua Carpenter’s record?
Search CRD 4194303 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Carpenter’s full registration record.