Timeline

College dropout, College Park, Maryland

Series 7-licensed cold-caller, Garden City, New York

Retail stockbroker, New York City, New York

Marries high school sweetheart

Becomes Series 24 General Securities Principal, co-branch manager at broker-dealer

First child is born, a daughter

Disillusioned and broke, starts The Reformed Broker blog, moves back to Long Island hometown from the Upper East Side

Second child is born, a son

Quits brokerage business, drops Series 7 license, attains Series 65 accreditation, still broke and now barely employed

Begins new investment advisory practice working with Barry Ritholtz, from zero dollars under management

Becomes on-air contributor for CNBC, regular cast member on Fast Money, founding cast member on The Halftime Report, meets and hires his future partners, Michael Batnick and Kris Venne, publishes first book “Backstage Wall Street” with McGraw Hill

Launches Ritholtz Wealth Management with $60 million in assets under management, no employees, bootstrapped with $50,000 in startup capital

Releases second book, “Clash of the Financial Pundits”, with co-author Jeff Macke, published by McGraw-Hill, Ritholtz Wealth Management crosses $100 million in assets under management

Makes the Investment News 40 Under 40 list

Crosses one million followers on Twitter, co-creates the inaugural Evidence-Based Investing Conference in Manhattan, New York

Launches the Evidence-Based Investing West conference in Dana Point, California, Ritholtz Wealth Management crosses $500 million in assets under management

Launches The Compound YouTube Channel, signs office lease for Ritholtz Wealth Management’s new headquarters - aka “The Compound”- at Bryant Park in New York City, becomes technical advisor and script editor to Showtime’s “Billions” TV show

Co-creates and launches inaugural Wealth/Stack Conference in Scottsdale, Arizona, Ritholtz Wealth Management crosses $1 billion in assets under management

Quits Twitter, Facebook and giving interviews to the press to focus on building the most respected wealth management firm in America, releases third book “How I Invest My Money” with co-author Brian Portnoy, published by Harriman House

Builds and staffs full audio / video studio in-house and launches The Compound and Friends weekly podcast, Ritholtz Wealth Management crosses $2 billion in assets under management

Co-creates and launches inaugural Future Proof, the world’s largest wealth festival, changing the industry forever

Acquires and integrates FutureAdvisor digital wealth management business from BlackRock, completes The Reformed Broker blog, launches downtownjoshbrown.com, Ritholtz Wealth Management crosses $4 billion in assets under management

The saga continues - subscribe here to follow Josh’s writing on markets, investing and more