Joshua Oronce has been an investment adviser representative at Wealth Teams Alliance since July 2021, and is not listed among the firm’s executive officers or direct owners.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Joshua Oronce’s longest registration is the current one, 5 years at Wealth Teams Alliance since 2021. Before joining Wealth Teams Alliance in 2021, Joshua Oronce was registered through Park Avenue Securities LLC and Transamerica Financial Advisors, Inc.
- Wealth Teams AllianceCurrent– present · 5 yearsIrvine, CA · Adviser representative · Firm CRD 168907
- Park Avenue Securities LLC– · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 46173
- Transamerica Financial Advisors, Inc.– · 1 yearCovina, CA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Joshua Oronce is registered as an investment adviser representative in California, since July 2021.
- CaliforniaSince 30 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 31 October 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 September 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6691914
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- 15520 ROCKFIELD BLVD, SUITE G, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Oronce work?
Joshua Oronce is an investment adviser representative registered through Wealth Teams Alliance Inc. since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Oronce a financial advisor?
Yes. Joshua Oronce has a current investment-adviser registration in California, through Wealth Teams Alliance since July 2021.
How many years of experience does Joshua Oronce have?
Joshua Oronce has 7 years in the financial industry, since February 2019, across 3 adviser firms.
What exams has Joshua Oronce passed?
Joshua Oronce has passed 4 licensing exams: the Series 65, Series 6, Series 63 and Series 26. The earliest, the Series 65, was passed in August 2016. FINRA credited Joshua Oronce with the SIE, which began in October 2018.
Where did Joshua Oronce work before Wealth Teams Alliance?
Before Wealth Teams Alliance, Joshua Oronce was registered through Park Avenue Securities LLC, April 2019 to June 2020; Transamerica Financial Advisors, Inc., August 2016 to November 2017.
Where is Joshua Oronce based?
Joshua Oronce’s registered office is in Irvine, CA.
Is Joshua Oronce registered with FINRA?
No. Joshua Oronce has no current broker registration.
How can I verify Joshua Oronce’s record?
Search CRD 6691914 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Oronce’s full registration record.
