Joshua Wine has been an investment adviser representative at Commonwealth Financial Services since August 2023, and is not listed among the firm’s executive officers or direct owners.
Commonwealth Financial Services, LLC. is a Vienna, WV firm with $995M under management, 2,271 clients and 13 advisers across 5 offices, as of its August 2026 filing.
- – present · 3 yearsVienna, WV · Adviser representative · Firm CRD 324930
Investment adviser representative registrations
Joshua Wine is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is Ohio, in October 2023.
- OhioSince 17 October 2023
- West VirginiaSince 9 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Franklin Wine
- CRD
- 7790845
- Firm
- Commonwealth Financial Services · CRD 324930
- Office
- 373 TIMBERLINE PARKWAY, Vienna, WV 26105
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Wine work?
Joshua Wine is an investment adviser representative registered through Commonwealth Financial Services, LLC. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Wine a financial advisor?
Yes. Joshua Wine has a current investment-adviser registration in Ohio and West Virginia, through Commonwealth Financial Services since August 2023.
How many years of experience does Joshua Wine have?
Joshua Wine has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Joshua Wine passed?
Joshua Wine passed the Series 65 in July 2022.
Where is Joshua Wine based?
Joshua Wine’s registered office is in Vienna, WV.
Is Joshua Wine registered with FINRA?
No. Joshua Wine has no current broker registration.
How can I verify Joshua Wine’s record?
Search CRD 7790845 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Wine’s full registration record.
