BARRETT THOMAS JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BARRETT THOMAS JOSEPH appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LIBERTY WEALTH MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER | OAKLAND, CA |
| — | Form ADV | MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. | MANAGING DIRECTOR | CHICAGO, IL |
| — | Form ADV | CYMRIC | CHIEF FINANCIAL OFFICER | COSTA MESA, CA |
| — | Form ADV | STRATEGIQ FINANCIAL GROUP, LLC | MEMBER | MERRILLVILLE, IN |
| — | Form ADV | PROVIDENT INVESTMENT ADVISORS INC | SVP, SENIOR PORTFOLIO MANAGER | CINCINNATI, OH |
| — | Form ADV | MACKENZIE INVESTMENT MANAGEMENT INC | VICE PRESIDENT | BOCA RATON, FL |
| — | Form ADV | LIBERTY WEALTH MANAGEMENT, LLC | CFO/FINOP | OAKLAND, CA |