# BARRETT THOMAS JOSEPH

BARRETT THOMAS JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 7 filing roles across Form ADV (7).

## Filings (7)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [LIBERTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/286001) | CHIEF FINANCIAL OFFICER | OAKLAND, CA |
| — | Form ADV | [MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.](https://search.stillhousedata.com/firm/112084) | MANAGING DIRECTOR | CHICAGO, IL |
| — | Form ADV | [CYMRIC](https://search.stillhousedata.com/firm/109851) | CHIEF FINANCIAL OFFICER | COSTA MESA, CA |
| — | Form ADV | [STRATEGIQ FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/144287) | MEMBER | MERRILLVILLE, IN |
| — | Form ADV | [PROVIDENT INVESTMENT ADVISORS INC](https://search.stillhousedata.com/firm/105851) | SVP, SENIOR PORTFOLIO MANAGER | CINCINNATI, OH |
| — | Form ADV | [MACKENZIE INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/110542) | VICE PRESIDENT | BOCA RATON, FL |
| — | Form ADV | [LIBERTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106036) | CFO/FINOP | OAKLAND, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.