JOSEPH WHITEMAN BARTHOLOMEW is an investment adviser representative (IAR) with state registration records since 1997, appearing at 8 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2024-02-01 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2024-02-05 | — |
| BB&T SECURITIES, LLC | 2014-03-10 | 2021-02-17 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2014-03-10 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2009-04-09 | 2009-06-01 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2005-06-30 | 2009-05-06 | — |
| TRUIST SECURITIES, INC. | 2002-06-21 | 2005-06-30 | — |
| UBS FINANCIAL SERVICES INC. | 1997-02-24 | 2002-07-01 | — |