HEIMS JOSHUA BURCH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HEIMS JOSHUA BURCH appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | WILLIAMSVILLE, NY |
| — | Form ADV | NEIMAN FUNDS MANAGEMENT LLC | MEMBER | WILLIAMSVILLIE, NY |
| — | Form ADV | LINCOLN SPARROW ADVISORS, LLC | MANAGING MEMBER | WILLIAMSVILLE, NY |