Joseph William Kantakevich
Investment Adviser Representative at United Brokerage Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph William Kantakevich is an investment adviser representative with United Brokerage Services Inc in Washington, DC, where they have been registered since 2022. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Eaglestone Wealth Advisors, Inc. and JWK Financial Group. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in District of Columbia.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia
- Broker:
1 state or territory
District of Columbia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, IncAug 2011 – Nov 2020Norcross, GA
- Eaglestone Wealth Advisors, Inc.Jun 2012 – Jul 2022Rockville, MD
- JWK Financial GroupFeb 2014 – Dec 2018Rockville, MD
- United Brokerage Services Inc.Aug 2022 – no end date reportedWashington, DC
- United BankAug 2022 – no end date reportedWashington, DC
- DAI Securities, LLCNov 2020 – Jul 2022Atlanta, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Brokerage Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, personalized investment guidance, small business lending (including commercial real estate loans and lines of credit), and online and mobile banking options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Parkersburg, WV
- SEC file number:
- 801-80804
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at United Brokerage Services Inc
Showing 12 of 57 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph William Kantakevich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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