Joshua Weir has been Managing Member, Partner & Chief Compliance Officer of Driven Investments since June 2020, is a control person of the firm and directly owns between 25% and 50% of it.
Driven Investments LLC is a firm with $239M under management, 1,192 clients and 8 advisers in one office, as of its March 2026 filing.
Joshua Weir’s longest registration is the current one, 6 years at Driven Investments since 2020. Before joining Driven Investments in 2020, Joshua Weir was registered through Interactive Financial Advisors and Transamerica Financial Advisors, Inc.
- Driven Investments LLCCurrent– present · 6 yearsLehi, UT · Adviser representative · Firm CRD 310095
- Interactive Financial Advisors– · 1 yearPocatello, ID · Adviser representative · Firm CRD 125117
- Transamerica Financial Advisors, Inc.– · under a yearOrem, UT · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Joshua Weir is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Texas, in March 2026.
- TexasSince 3 March 2026
- UtahSince 22 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 March 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Cole Weir
- CRD
- 6913862
- Firm
- Driven Investments · CRD 310095
- Role
- Managing Member, Partner & Chief Compliance Officer
- Office
- Lehi, UT
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Weir work?
Joshua Weir has been Managing Member, Partner & Chief Compliance Officer of Driven Investments LLC since June 2020, and is a control person of the firm.
Is Joshua Weir a financial advisor?
Yes. Joshua Weir has a current investment-adviser registration in Texas and Utah, through Driven Investments since August 2020.
How many years of experience does Joshua Weir have?
Joshua Weir has 8 years in the financial industry, since March 2018, across 3 adviser firms.
What exams has Joshua Weir passed?
Joshua Weir has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2018. FINRA credited Joshua Weir with the SIE, which began in October 2018.
Where did Joshua Weir work before Driven Investments?
Before Driven Investments, Joshua Weir was registered through Transamerica Financial Advisors, Inc., February 2019 to July 2019.
Where is Joshua Weir based?
Joshua Weir’s registered office is in Lehi, UT.
Is Joshua Weir registered with FINRA?
No. Joshua Weir has no current broker registration.
How can I verify Joshua Weir’s record?
Search CRD 6913862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Weir’s full registration record.