Qualifications

Josh furthers his knowledge of the financial arena through mandatory continuing education classes as well as attending conferences to learn the latest product offerings.  This information allows him to efficiently and effectively meet the needs of his clients. 

     Licenses:

• Life and Health Insurance 
  
• Series 7     (Registered Representative) 
  
• Series 66   (Registered Investment Advisor) 
  
• Series 24   (Registered Principal) 
  
• Currently licensed in AR, FL, NC, NY, PA, VA  

     Education:

• B.S. in Business Administration from Penn State University, 1991
   
• M.B.A. from Bob Jones University, 2003 
  
   

Continuing Education:

• July 2010,  Centaurus National Conference.  Various companies presented information about products and services now available.

   

• September 2010, Centaurus Wealth Management Seminar.  Dr. Harry Markowitz, economist and Nobel Laureate, spoke at the gathering.  Other topics covered in the three-day seminar included Tactical Money Management, Preserving Capital and Mitigating Risk, and Using Alternative Investments.